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
$640M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$26.3M
3
+$26M
4
DG icon
Dollar General
DG
+$14.6M
5
ETR icon
Entergy
ETR
+$13.7M

Top Sells

1
+$24.5M
2
+$18M
3
+$13.7M
4
MBB icon
iShares MBS ETF
MBB
+$13.6M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$11.4M

Sector Composition

1 Consumer Staples 11.23%
2 Financials 10.13%
3 Technology 8.74%
4 Healthcare 6.99%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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