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
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$23.9M
3
+$21.9M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$21M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.82%
2 Industrials 1.86%
3 Healthcare 1.8%
4 Technology 1.8%
5 Consumer Discretionary 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69K 0.03%
+4,872
77
$64.7K 0.03%
+710
78
$63.9K 0.03%
+740
79
$58.9K 0.02%
+572
80
$53.9K 0.02%
+630
81
$51.9K 0.02%
+2,369
82
$44.6K 0.02%
+564
83
$42.5K 0.02%
+378
84
$39.9K 0.02%
+530
85
$39.8K 0.02%
+1,725
86
$38.1K 0.02%
+604
87
$36.1K 0.01%
+590
88
$33.8K 0.01%
+1,982
89
$32.1K 0.01%
+200
90
$31.8K 0.01%
+1,010
91
$31.5K 0.01%
+1,100
92
$31.4K 0.01%
+1,980
93
$30.2K 0.01%
+1,952
94
$29.7K 0.01%
+970
95
$29.3K 0.01%
+783
96
$29.1K 0.01%
+356
97
$27.2K 0.01%
+594
98
$24.6K 0.01%
+340
99
$24.6K 0.01%
+600
100
$24.3K 0.01%
+997
2 3
4
5 6