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
126
$8.66K ﹤0.01%
+100
127
$7.34K ﹤0.01%
+200
128
$6.77K ﹤0.01%
+150
129
$6.44K ﹤0.01%
+200
130
$6.08K ﹤0.01%
+430
131
$5.11K ﹤0.01%
+140
132
$5.06K ﹤0.01%
+100
133
$4.98K ﹤0.01%
+200
134
$4.68K ﹤0.01%
+400
135
$4.58K ﹤0.01%
+175
136
$4.28K ﹤0.01%
+100
137
$4.2K ﹤0.01%
+200
138
$2.9K ﹤0.01%
+200
139
$1.61K ﹤0.01%
+19
140
$1.21K ﹤0.01%
+250
141
$1.08K ﹤0.01%
+5
142
$981 ﹤0.01%
+24
143
$855 ﹤0.01%
+18
144
$206 ﹤0.01%
+2
145
$71 ﹤0.01%
+5
146
$37 ﹤0.01%
+3
147
$35 ﹤0.01%
+1
148
$34 ﹤0.01%
+3
149
$18 ﹤0.01%
+1
150
$14 ﹤0.01%
+1
3 4 5
6
7