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
401
$11K ﹤0.01%
500
402
$11K ﹤0.01%
+256
403
$10K ﹤0.01%
+425
404
$10K ﹤0.01%
+500
405
$10K ﹤0.01%
+149
406
$10K ﹤0.01%
+80
407
$10K ﹤0.01%
+247
408
$10K ﹤0.01%
+700
409
$9K ﹤0.01%
26
410
$9K ﹤0.01%
+50
411
$9K ﹤0.01%
150
-817
412
$9K ﹤0.01%
+177
413
$9K ﹤0.01%
+150
414
$9K ﹤0.01%
+101
415
$8K ﹤0.01%
+180
416
$8K ﹤0.01%
+574
417
$8K ﹤0.01%
+100
418
$8K ﹤0.01%
+235
419
$8K ﹤0.01%
167
+148
420
$8K ﹤0.01%
+464
421
$8K ﹤0.01%
+536
422
$8K ﹤0.01%
50
423
$7K ﹤0.01%
+88
424
$7K ﹤0.01%
365
+6
425
$7K ﹤0.01%
+25
15 16
17
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