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
476
$3K ﹤0.01%
+57
477
$3K ﹤0.01%
+15
478
$2K ﹤0.01%
+95
479
$2K ﹤0.01%
+20
480
$2K ﹤0.01%
+26
481
$2K ﹤0.01%
+100
482
$2K ﹤0.01%
+70
483
$2K ﹤0.01%
+286
484
$2K ﹤0.01%
+100
485
$2K ﹤0.01%
+25
486
$2K ﹤0.01%
+25
487
$2K ﹤0.01%
+30
488
$2K ﹤0.01%
231
-3,491
489
$2K ﹤0.01%
+21
490
$2K ﹤0.01%
+474
491
$2K ﹤0.01%
+24
492
$1K ﹤0.01%
+47
493
$1K ﹤0.01%
+300
494
$1K ﹤0.01%
+24
495
$1K ﹤0.01%
+51
496
$1K ﹤0.01%
+85
497
$1K ﹤0.01%
+44
498
$1K ﹤0.01%
+38
499
$1K ﹤0.01%
+50
500
$1K ﹤0.01%
27
18 19
20
21 22