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
426
$7K ﹤0.01%
100
427
$7K ﹤0.01%
+83
428
$7K ﹤0.01%
+200
429
$7K ﹤0.01%
70
430
$7K ﹤0.01%
+85
431
$7K ﹤0.01%
+100
432
$7K ﹤0.01%
110
433
$7K ﹤0.01%
+68
434
$7K ﹤0.01%
+493
435
$6K ﹤0.01%
+60
436
$6K ﹤0.01%
+200
437
$6K ﹤0.01%
+250
438
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+200
440
$6K ﹤0.01%
+101
441
$6K ﹤0.01%
+551
442
$6K ﹤0.01%
+1,500
443
$6K ﹤0.01%
+175
444
$5K ﹤0.01%
+96
445
$5K ﹤0.01%
+76
446
$5K ﹤0.01%
+63
447
$5K ﹤0.01%
100
448
$5K ﹤0.01%
+213
449
$5K ﹤0.01%
+38
450
$5K ﹤0.01%
+124
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