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
351
$16K ﹤0.01%
+430
352
$16K ﹤0.01%
+371
353
$15K ﹤0.01%
+400
354
$15K ﹤0.01%
+2,552
355
$15K ﹤0.01%
+106
356
$15K ﹤0.01%
288
+144
357
$15K ﹤0.01%
+630
358
$15K ﹤0.01%
+277
359
$15K ﹤0.01%
1,480
360
$15K ﹤0.01%
+250
361
$15K ﹤0.01%
+239
362
$14K ﹤0.01%
+400
363
$14K ﹤0.01%
+240
364
$14K ﹤0.01%
+769
365
$14K ﹤0.01%
+200
366
$14K ﹤0.01%
+220
367
$14K ﹤0.01%
+207
368
$14K ﹤0.01%
+340
369
$14K ﹤0.01%
518
-37,573
370
$14K ﹤0.01%
+729
371
$14K ﹤0.01%
+389
372
$13K ﹤0.01%
+768
373
$13K ﹤0.01%
+40
374
$13K ﹤0.01%
1,000
375
$13K ﹤0.01%
541
13 14
15
16 17