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
76
$4.91M 0.37%
15,749
-9,067
77
$4.9M 0.37%
57,658
-2,955
78
$4.17M 0.31%
+22,886
79
$4.13M 0.31%
16,865
-457
80
$3.46M 0.26%
68,175
+1,490
81
$3.4M 0.25%
61,618
+1,193
82
$3.24M 0.24%
67,621
+1,496
83
$3.16M 0.24%
+48,804
84
$3.03M 0.23%
46,494
+1,792
85
$2.94M 0.22%
72,994
-389
86
$2.93M 0.22%
53,994
+2,522
87
$2.6M 0.19%
47,138
-9,734
88
$2.42M 0.18%
6,711
-107
89
$2.37M 0.18%
24,907
-4,961
90
$2.21M 0.16%
31,967
+21,224
91
$2.15M 0.16%
17,432
-16,613
92
$2.04M 0.15%
23,328
93
$1.92M 0.14%
39,042
+1,924
94
$1.77M 0.13%
4,479
-32
95
$1.75M 0.13%
109,280
+30,940
96
$1.67M 0.12%
26,842
+1,781
97
$1.61M 0.12%
31,734
-4,072
98
$1.6M 0.12%
4,671
+1,688
99
$1.56M 0.12%
8,716
-36
100
$1.56M 0.12%
4,283
2 3
4
5 6