PGWM
Parisi Gray Wealth Management Portfolio holdings
AUM
$384M
1-Year Est. Return
32.53%
1 Year Est. Return
+32.53%
AUM
$384M
AUM Growth
+$35.3M
(+10%)
Holding
132
Top Buys
| 1 | +$1.11M | |
| 2 | +$619K | |
| 3 | +$506K | |
| 4 |
Ondas Holdings
ONDS
|
+$408K |
| 5 |
TSMC
TSM
|
+$363K |
Top Sells
| 1 | +$1.26M | |
| 2 | +$553K | |
| 3 | +$443K | |
| 4 |
Qualcomm
QCOM
|
+$443K |
| 5 |
Trade Desk
TTD
|
+$303K |
Sector Composition
| 1 | Technology | 27.31% |
| 2 | Financials | 10.61% |
| 3 | Consumer Discretionary | 5.97% |
| 4 | Communication Services | 5.71% |
| 5 | Healthcare | 3.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Royce Value Trust
RVT
$1.96B
| – | – |
-12,353
|
|
||
|
127
Trade Desk
TTD
$19B
| – | – |
-4,211
|
|
||
128
Woodward
WWD
$18B
| – | – |
-849
|
|
||
129
Salesforce
CRM
$236B
| – | – |
-2,026
|
|
||
130
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.84B
| – | – |
-15,962
|
|
||
131
3M
MMM
$89.8B
| – | – |
-1,377
|
|
||
|
OXLC
132
Oxford Lane Capital
OXLC
$1.48B
| – | – |
-6,400
|
|