PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
1-Year Return
17.95%
This Quarter Return
+6.52%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$322M
AUM Growth
+$72.8M
(+29%)
Cap. Flow
+$59.4M
Cap. Flow
% of AUM
18.47%
Top 10 Holdings %
Top 10 Hldgs %
59.86%
Holding
190
New
24
Increased
59
Reduced
13
Closed
46
Top Buys
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$22.1M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$17.4M |
| 3 |
American Express
AXP
|
$871K |
| 4 |
Home Depot
HD
|
$854K |
| 5 |
Walmart
WMT
|
$814K |
Sector Composition
| 1 | Financials | 3.41% |
| 2 | Industrials | 2.68% |
| 3 | Healthcare | 2.07% |
| 4 | Technology | 1.26% |
| 5 | Consumer Discretionary | 0.94% |
