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
$349M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$2.66M
2 +$801K
3 +$469K
4
QCOM icon
Qualcomm
QCOM
+$466K
5
GEV icon
GE Vernova
GEV
+$411K

Top Sells

1 +$3.84M
2 +$857K
3 +$644K
4
DHR icon
Danaher
DHR
+$594K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$417K

Sector Composition

1 Technology 25.16%
2 Financials 10.99%
3 Consumer Discretionary 5.85%
4 Communication Services 5.49%
5 Healthcare 3.96%