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
101
$24.1K 0.01%
+1,120
102
$23K 0.01%
+7,500
103
$22.8K 0.01%
+620
104
$22.7K 0.01%
+340
105
$22.6K 0.01%
+440
106
$22.1K 0.01%
+484
107
$21.9K 0.01%
+239
108
$21.8K 0.01%
+493
109
$21.7K 0.01%
+810
110
$20.8K 0.01%
+783
111
$20.8K 0.01%
+335
112
$19.3K 0.01%
+400
113
$17K 0.01%
+322
114
$16.5K 0.01%
+296
115
$16.1K 0.01%
+454
116
$16.1K 0.01%
+271
117
$15.1K 0.01%
+493
118
$15K 0.01%
+1,165
119
$14.3K 0.01%
+200
120
$13.9K 0.01%
+311
121
$13.7K 0.01%
+343
122
$13.6K 0.01%
+300
123
$12.8K 0.01%
+200
124
$11.3K ﹤0.01%
+134
125
$10.4K ﹤0.01%
+100
3 4
5
6 7