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
$449M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$21.2M
3
+$20.9M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$19M
5
MBB icon
iShares MBS ETF
MBB
+$17.4M

Top Sells

1
+$32.4M
2
+$20.6M
3
+$20.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$19.1M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$13M

Sector Composition

1 Energy 2.53%
2 Financials 2.47%
3 Technology 2.41%
4 Healthcare 2.24%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
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