PGWM

Parisi Gray Wealth Management Portfolio holdings

AUM $384M
1-Year Est. Return 32.53%
This Quarter Est. Return
1 Year Est. Return
+32.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$8.35M
2 +$4.65M
3 +$2.88M
4
MA icon
Mastercard
MA
+$2.74M
5
LOW icon
Lowe's Companies
LOW
+$2.14M

Top Sells

1 +$140K
2 +$125K
3 +$58K

Sector Composition

1 Technology 12.95%
2 Financials 8.93%
3 Healthcare 6.82%
4 Consumer Discretionary 6.09%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,333
102
-15,962