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
451
$5K ﹤0.01%
+100
452
$5K ﹤0.01%
+100
453
$5K ﹤0.01%
+100
454
$5K ﹤0.01%
100
455
$5K ﹤0.01%
100
456
$5K ﹤0.01%
+40
457
$5K ﹤0.01%
+179
458
$4K ﹤0.01%
+500
459
$4K ﹤0.01%
+30
460
$4K ﹤0.01%
+174
461
$4K ﹤0.01%
+500
462
$4K ﹤0.01%
+33
463
$4K ﹤0.01%
+174
464
$4K ﹤0.01%
+500
465
$4K ﹤0.01%
+9
466
$4K ﹤0.01%
+500
467
$3K ﹤0.01%
117
+18
468
$3K ﹤0.01%
96
+30
469
$3K ﹤0.01%
+130
470
$3K ﹤0.01%
168
471
$3K ﹤0.01%
+12
472
$3K ﹤0.01%
40
473
$3K ﹤0.01%
+34
474
$3K ﹤0.01%
+55
475
$3K ﹤0.01%
+35
17 18
19
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