PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
This Quarter Return
+4.48%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$619M
AUM Growth
+$619M
(+27%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
18.91%
Top 10 Holdings %
Top 10 Hldgs %
36.9%
Holding
146
New
79
Increased
37
Reduced
21
Closed
7
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$19M |
| 2 |
Johnson & Johnson
JNJ
|
$10.4M |
| 3 |
JPMorgan Chase
JPM
|
$9.75M |
| 4 |
RAI
Reynolds American Inc
RAI
|
$9.07M |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
$8.94M |
Top Sells
| 1 |
PRE
PARTNERRE LTD
PRE
|
$8.25M |
| 2 |
Advance Auto Parts
AAP
|
$8.21M |
| 3 |
Broadcom
AVGO
|
$7.8M |
| 4 |
PF
Pinnacle Foods, Inc.
PF
|
$7.08M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$2.15M |
Sector Composition
| 1 | Financials | 11.37% |
| 2 | Industrials | 7.06% |
| 3 | Healthcare | 7.04% |
| 4 | Consumer Staples | 5.35% |
| 5 | Technology | 3.97% |
