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
$1.5B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$42.8M
3
+$42M
4
MDT icon
Medtronic
MDT
+$41.6M
5
VZ icon
Verizon
VZ
+$40.3M

Top Sells

1
+$52.7M
2
+$52M
3
+$49.3M
4
T icon
AT&T
T
+$45.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$40.2M

Sector Composition

1 Financials 12.7%
2 Healthcare 12.23%
3 Technology 12.03%
4 Industrials 9.99%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.19M 0.61%
122,265
+3,849
52
$9.1M 0.61%
68,990
-58,428
53
$8.57M 0.57%
113,066
+5,563
54
$8.48M 0.57%
111,694
+16,155
55
$8.45M 0.56%
+412,368
56
$8.32M 0.56%
304,854
-10,826
57
$8.11M 0.54%
77,319
-2,484
58
$8.04M 0.54%
+166,035
59
$8M 0.53%
178,294
-157,217
60
$7.9M 0.53%
+61,052
61
$7.83M 0.52%
61,912
-2,432
62
$7.78M 0.52%
321,510
-158,810
63
$7.72M 0.52%
+12,354
64
$7.68M 0.51%
77,876
-1,087
65
$7.63M 0.51%
165,066
-4,072
66
$7.57M 0.51%
+317,844
67
$6.56M 0.44%
+107,162
68
$6.2M 0.41%
17,583
-111
69
$6.19M 0.41%
+122,490
70
$5.34M 0.36%
15,116
-68,002
71
$4.56M 0.3%
19,137
+8,062
72
$4.43M 0.3%
227,227
-145,735
73
$4.08M 0.27%
+78,205
74
$3.72M 0.25%
74,708
+4,312
75
$3.72M 0.25%
60,730
+3,832
1 2
3
4 5