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
101
$1.53M 0.11%
+18,186
102
$1.51M 0.11%
6,629
-52,377
103
$1.48M 0.11%
9,348
+278
104
$1.44M 0.11%
18,287
-148,718
105
$1.42M 0.11%
14,942
-193,161
106
$1.4M 0.1%
43,625
-260
107
$1.4M 0.1%
+7,322
108
$1.32M 0.1%
4,348
-55
109
$1.3M 0.1%
39,600
-27,070
110
$1.29M 0.1%
14,544
+387
111
$1.28M 0.1%
6,139
-1
112
$1.13M 0.08%
9,996
+6,692
113
$1.04M 0.08%
40,171
+613
114
$951K 0.07%
10,313
115
$883K 0.07%
5,042
+46
116
$856K 0.06%
17,120
+209
117
$852K 0.06%
2,032
-303
118
$842K 0.06%
23,568
+13
119
$793K 0.06%
326
-750
120
$792K 0.06%
+12,079
121
$777K 0.06%
3,412
-20
122
$752K 0.06%
25,799
-1,003
123
$749K 0.06%
+4,447
124
$741K 0.06%
6,192
+82
125
$736K 0.05%
+6,770
3 4
5
6 7