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
$550M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$12.3M
3
+$12M
4
COR icon
Cencora
COR
+$5.71M
5
TRV icon
Travelers Companies
TRV
+$5.6M

Top Sells

1
+$13.8M
2
+$13.1M
3
+$12.3M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.96M
5
HPQ icon
HP
HPQ
+$3.79M

Sector Composition

1 Healthcare 7.18%
2 Financials 5.88%
3 Industrials 5.61%
4 Technology 4.13%
5 Consumer Discretionary 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.04%
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