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
$1.34B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.5M
3
+$15.1M
4
ABT icon
Abbott
ABT
+$15.1M
5
UNP icon
Union Pacific
UNP
+$14.2M

Top Sells

1
+$24.5M
2
+$18.3M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$15.8M
5
ADM icon
Archer Daniels Midland
ADM
+$13.5M

Sector Composition

1 Technology 14.76%
2 Healthcare 12.34%
3 Consumer Staples 11.02%
4 Financials 7.58%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.68M 0.65%
34,633
-6,132
52
$8.68M 0.65%
26,392
-2,992
53
$8.21M 0.61%
25,635
+22,668
54
$8.11M 0.6%
61,041
-13,231
55
$8.09M 0.6%
172,988
-4,873
56
$7.66M 0.57%
+133,034
57
$7.55M 0.56%
+39,300
58
$7.31M 0.54%
57,110
-25,269
59
$7.13M 0.53%
43,136
-1,260
60
$7.01M 0.52%
52,979
-1,660
61
$6.87M 0.51%
69,080
-2,055
62
$6.84M 0.51%
10,608
-321
63
$6.82M 0.51%
+59,330
64
$6.8M 0.51%
109,652
-23,715
65
$6.79M 0.51%
166,187
-3,389
66
$6.78M 0.51%
+158,703
67
$6.69M 0.5%
49,423
-1,640
68
$6.63M 0.49%
89,802
-101,810
69
$6.6M 0.49%
75,704
-1,711
70
$6.55M 0.49%
56,997
-5,429
71
$6.48M 0.48%
+171,337
72
$6.15M 0.46%
88,249
-7,971
73
$6.02M 0.45%
109,395
-22,125
74
$6.01M 0.45%
90,636
-18,574
75
$5.68M 0.42%
69,463
+192
1 2
3
4 5