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
$487M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$22.2M
3
+$13.1M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$13M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$12.8M

Top Sells

1
+$26.6M
2
+$21.3M
3
+$20.7M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$12.5M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.99M

Sector Composition

1 Healthcare 4.88%
2 Technology 4.69%
3 Financials 4.34%
4 Industrials 3.07%
5 Consumer Discretionary 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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