PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
This Quarter Return
+4.31%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$879M
AUM Growth
+$879M
(-4.1%)
Cap. Flow
-$64.7M
Cap. Flow
% of AUM
-7.36%
Top 10 Holdings %
Top 10 Hldgs %
31.32%
Holding
140
New
35
Increased
58
Reduced
22
Closed
19
Top Buys
| 1 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$34.9M |
| 2 |
JPMorgan Chase
JPM
|
$20.2M |
| 3 |
Morgan Stanley
MS
|
$19.8M |
| 4 |
Texas Instruments
TXN
|
$14.4M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$12.4M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$26.3M |
| 2 |
Lam Research
LRCX
|
$22.7M |
| 3 |
Fifth Third Bancorp
FITB
|
$20.3M |
| 4 |
Walt Disney
DIS
|
$18.6M |
| 5 |
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% |
