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
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.5M
3
+$15.1M
4
ABT icon
Abbott
ABT
+$15.1M
5
UNP icon
Union Pacific
UNP
+$14.2M

Top Sells

1
+$24.5M
2
+$18.3M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$15.8M
5
ADM icon
Archer Daniels Midland
ADM
+$13.5M

Sector Composition

1 Technology 14.76%
2 Healthcare 12.34%
3 Consumer Staples 11.02%
4 Financials 7.58%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$702K 0.05%
3,162
-16
127
$644K 0.05%
34,104
-180
128
$621K 0.05%
5,845
-9
129
$615K 0.05%
2,332
130
$570K 0.04%
2,685
+175
131
$562K 0.04%
27,947
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132
$528K 0.04%
1,453
-693
133
$523K 0.04%
7,029
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134
$465K 0.03%
1,731
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135
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2,339
136
$462K 0.03%
6,081
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137
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2,547
138
$435K 0.03%
4,511
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139
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140
$395K 0.03%
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-251
141
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17,859
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142
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143
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144
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19,810
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145
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15,277
146
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2,647
147
$370K 0.03%
16,012
-461
148
$359K 0.03%
3,682
149
$355K 0.03%
6,299
150
$326K 0.02%
2,245
+2
4 5
6
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