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
$1.34B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$37.6M
3
+$27.7M
4
XOM icon
Exxon Mobil
XOM
+$25.3M
5
TPR icon
Tapestry
TPR
+$24.9M

Top Sells

1
+$55.2M
2
+$44.5M
3
+$21.1M
4
AVGO icon
Broadcom
AVGO
+$20.5M
5
PFE icon
Pfizer
PFE
+$19.2M

Sector Composition

1 Financials 12.03%
2 Technology 11.98%
3 Consumer Discretionary 10.7%
4 Industrials 9.23%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$478K 0.04%
+10,057
127
$476K 0.04%
+5,088
128
$470K 0.04%
1,722
+552
129
$467K 0.03%
+2,783
130
$464K 0.03%
+39,058
131
$449K 0.03%
+4,897
132
$443K 0.03%
+6,028
133
$442K 0.03%
+7,488
134
$441K 0.03%
1,247
-45,995
135
$432K 0.03%
6,179
-73,837
136
$430K 0.03%
8,420
-74,480
137
$427K 0.03%
+8,210
138
$425K 0.03%
1,970
+2
139
$423K 0.03%
2,707
140
$384K 0.03%
15,277
141
$383K 0.03%
3,271
-83,713
142
$380K 0.03%
9,200
+1,050
143
$375K 0.03%
8,313
-2,400
144
$371K 0.03%
+2,140
145
$371K 0.03%
+10,365
146
$361K 0.03%
4,940
+572
147
$332K 0.02%
8,948
-517,126
148
$326K 0.02%
3,579
-4,941
149
$318K 0.02%
2,291
+138
150
$315K 0.02%
3,000
4 5
6
7 8