PWAG

Polaris Wealth Advisory Group Portfolio holdings

AUM $1.31B
1-Year Est. Return 17.95%
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$31.1M
3
+$29.6M
4
M icon
Macy's
M
+$28.7M
5
V icon
Visa
V
+$28.1M

Top Sells

1
+$41M
2
+$28.5M
3
+$25.1M
4
MS icon
Morgan Stanley
MS
+$23.1M
5
SWK icon
Stanley Black & Decker
SWK
+$21.6M

Sector Composition

1 Technology 19.19%
2 Financials 12.41%
3 Healthcare 9.37%
4 Consumer Discretionary 7.04%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$46K ﹤0.01%
+488
252
$46K ﹤0.01%
+400
253
$46K ﹤0.01%
814
+546
254
$46K ﹤0.01%
1,190
-499,299
255
$46K ﹤0.01%
1,686
+242
256
$45K ﹤0.01%
397
+395
257
$45K ﹤0.01%
+2,402
258
$45K ﹤0.01%
+623
259
$45K ﹤0.01%
+738
260
$43K ﹤0.01%
+600
261
$43K ﹤0.01%
+942
262
$42K ﹤0.01%
695
+73
263
$42K ﹤0.01%
+789
264
$41K ﹤0.01%
484
-254,051
265
$41K ﹤0.01%
+253
266
$40K ﹤0.01%
+400
267
$39K ﹤0.01%
+700
268
$39K ﹤0.01%
+440
269
$39K ﹤0.01%
+2,124
270
$38K ﹤0.01%
+728
271
$37K ﹤0.01%
514
-189,299
272
$37K ﹤0.01%
+480
273
$36K ﹤0.01%
665
+345
274
$35K ﹤0.01%
470
+50
275
$35K ﹤0.01%
+1,502
9 10
11
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