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
$917M
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$18.2M
3
+$17.8M
4
APTV icon
Aptiv
APTV
+$15.6M
5
RTN
Raytheon Company
RTN
+$15.2M

Top Sells

1
+$22.6M
2
+$18.9M
3
+$18M
4
KSS icon
Kohl's
KSS
+$16.2M
5
AET
Aetna Inc
AET
+$14.8M

Sector Composition

1 Technology 16.92%
2 Financials 11.38%
3 Healthcare 8.02%
4 Industrials 5.98%
5 Energy 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-119,013
127
– –
-139,233
128
– –
-2,050
2 3 4 5
6