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
276
$35K ﹤0.01%
+820
277
$35K ﹤0.01%
1,800
+732
278
$34K ﹤0.01%
360
279
$34K ﹤0.01%
+140
280
$34K ﹤0.01%
+624
281
$33K ﹤0.01%
520
+200
282
$32K ﹤0.01%
+335
283
$32K ﹤0.01%
393
-2,392
284
$32K ﹤0.01%
+211
285
$32K ﹤0.01%
+520
286
$32K ﹤0.01%
303
-235
287
$32K ﹤0.01%
+800
288
$31K ﹤0.01%
+250
289
$31K ﹤0.01%
+2,406
290
$31K ﹤0.01%
413
+302
291
$30K ﹤0.01%
690
+140
292
$30K ﹤0.01%
210
293
$30K ﹤0.01%
+260
294
$30K ﹤0.01%
448
295
$30K ﹤0.01%
+748
296
$29K ﹤0.01%
948
+840
297
$29K ﹤0.01%
526
+320
298
$28K ﹤0.01%
376
299
$28K ﹤0.01%
+2,900
300
$27K ﹤0.01%
+238
10 11
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