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
101
-3,615