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
$249M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.82%
2 Industrials 1.86%
3 Healthcare 1.8%
4 Technology 1.8%
5 Consumer Discretionary 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
$1 ﹤0.01%
+88
153
$0 ﹤0.01%
+20
154
$0 ﹤0.01%
+150
155
$0 ﹤0.01%
+1