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
326
$20K ﹤0.01%
+389
327
$20K ﹤0.01%
+1,000
328
$20K ﹤0.01%
764
+118
329
$20K ﹤0.01%
+750
330
$20K ﹤0.01%
+228
331
$20K ﹤0.01%
+1,800
332
$19K ﹤0.01%
419
+144
333
$19K ﹤0.01%
+165
334
$19K ﹤0.01%
+576
335
$19K ﹤0.01%
+1,300
336
$17K ﹤0.01%
+366
337
$17K ﹤0.01%
+100
338
$17K ﹤0.01%
+92
339
$17K ﹤0.01%
+500
340
$17K ﹤0.01%
+400
341
$17K ﹤0.01%
308
+94
342
$16K ﹤0.01%
+639
343
$16K ﹤0.01%
283
+190
344
$16K ﹤0.01%
+300
345
$16K ﹤0.01%
+51
346
$16K ﹤0.01%
500
347
$16K ﹤0.01%
+543
348
$16K ﹤0.01%
+158
349
$16K ﹤0.01%
+461
350
$16K ﹤0.01%
+430
12 13
14
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