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PWAG

Polaris Wealth Advisory Group Portfolio holdings

AUM $1.31B
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$41.1M
3
+$38.5M
4
TROW icon
T. Rowe Price
TROW
+$37M
5
AAPL icon
Apple
AAPL
+$34.5M

Top Sells

1
+$47.1M
2
+$42.8M
3
+$42.5M
4
MDT icon
Medtronic
MDT
+$41.9M
5
DFS
Discover Financial Services
DFS
+$39.5M

Sector Composition

1 Technology 14.78%
2 Healthcare 13.54%
3 Financials 11.1%
4 Industrials 7.84%
5 Consumer Staples 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$216K 0.02%
2,897
-67
127
$213K 0.02%
10,250
128
$207K 0.02%
2,267
129
$204K 0.02%
3,162
-271,068
130
$202K 0.02%
2,649
-6
131
$180K 0.01%
658
132
$136K 0.01%
10,365
133
$88K 0.01%
+1,840
134
$47K ﹤0.01%
10,000
-12,800
135
– –
-1,763
136
– –
-10,908
137
– –
-627,702
138
– –
-5,715
139
– –
-1,003,769
140
– –
-183,574
141
– –
-1,355,897
142
– –
-6,550
143
– –
-362,071
144
– –
-9,241
145
– –
-111,694
146
– –
-3,714
147
– –
-315,835
148
– –
-13,834
149
– –
-3,561
150
– –
-8,494
4 5
6
7 8