PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
This Quarter Return
+1.52%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$249M
AUM Growth
–
Cap. Flow
+$249M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.43%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
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% |