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
$863M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$26.7M
3
+$22.1M
4
AMAT icon
Applied Materials
AMAT
+$18.5M
5
DHR icon
Danaher
DHR
+$17.4M

Top Sells

1
+$29M
2
+$28.6M
3
+$19.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$18.8M
5
BUD icon
AB InBev
BUD
+$18.1M

Sector Composition

1 Technology 16.75%
2 Financials 15.26%
3 Healthcare 6.12%
4 Industrials 5.87%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-255,168
127
– –
-134,798
128
– –
-54,065
129
– –
-334,559
130
– –
-1,790
131
– –
-156,043
132
– –
-4,465
133
– –
-20,694
2 3 4 5
6