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
376
$13K ﹤0.01%
500
377
$13K ﹤0.01%
+71
378
$13K ﹤0.01%
+442
379
$13K ﹤0.01%
+200
380
$13K ﹤0.01%
+488
381
$13K ﹤0.01%
+312
382
$12K ﹤0.01%
146
383
$12K ﹤0.01%
+125
384
$12K ﹤0.01%
+306
385
$12K ﹤0.01%
+153
386
$12K ﹤0.01%
+1,650
387
$12K ﹤0.01%
1,050
388
$12K ﹤0.01%
+232
389
$12K ﹤0.01%
95
+85
390
$12K ﹤0.01%
+701
391
$12K ﹤0.01%
+246
392
$12K ﹤0.01%
+507
393
$11K ﹤0.01%
+1,000
394
$11K ﹤0.01%
151
-171,199
395
$11K ﹤0.01%
+465
396
$11K ﹤0.01%
+117
397
$11K ﹤0.01%
189
398
$11K ﹤0.01%
+290
399
$11K ﹤0.01%
+600
400
$11K ﹤0.01%
+100
14 15
16
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