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
$879M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$20.2M
3
+$19.8M
4
TXN icon
Texas Instruments
TXN
+$14.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.4M

Top Sells

1
+$26.3M
2
+$22.7M
3
+$20.3M
4
DIS icon
Walt Disney
DIS
+$18.6M
5
DVN icon
Devon Energy
DVN
+$18.3M

Sector Composition

1 Financials 14.5%
2 Technology 14.44%
3 Healthcare 8.86%
4 Industrials 6.82%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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139
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-12,500
140
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