We are live on ! Find out more
PWAG

Polaris Wealth Advisory Group Portfolio holdings

AUM $1.31B
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$19.8M
3
+$19.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11M
5
NVDA icon
NVIDIA
NVDA
+$10.9M

Top Sells

1
+$37.8M
2
+$31.3M
3
+$26.7M
4
M icon
Macy's
M
+$26.5M
5
DPZ icon
Domino's
DPZ
+$23.7M

Sector Composition

1 Technology 17.29%
2 Healthcare 10.83%
3 Financials 8.72%
4 Industrials 7.35%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-514
452
– –
-50
453
– –
-500
454
– –
-630
455
– –
-24
456
– –
-520
457
– –
-44
458
– –
-1,000
459
– –
-1,419
460
– –
-1,014
461
– –
-26
462
– –
-610
463
– –
-51
464
– –
-769
465
– –
-488
466
– –
-280
467
– –
-117
468
– –
-1,519
469
– –
-1,382
470
– –
-3,120
471
– –
-639
472
– –
-88
473
– –
-200
474
– –
-365
475
– –
-96
17 18
19
20 21