PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
1-Year Return
17.95%
This Quarter Return
-12.48%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$1.06B
AUM Growth
-$387M
(-27%)
Cap. Flow
-$229M
Cap. Flow
% of AUM
-21.57%
Top 10 Holdings %
Top 10 Hldgs %
28.14%
Holding
528
New
9
Increased
46
Reduced
75
Closed
384
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$38M |
| 2 |
TJX Companies
TJX
|
$17.4M |
| 3 |
Best Buy
BBY
|
$16M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$10.2M |
| 5 |
NVIDIA
NVDA
|
$7.63M |
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$36.3M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
$31.3M |
| 3 |
JPMorgan Chase
JPM
|
$24.4M |
| 4 |
Macy's
M
|
$23.9M |
| 5 |
Domino's
DPZ
|
$23.7M |
Sector Composition
| 1 | Technology | 17.29% |
| 2 | Healthcare | 10.83% |
| 3 | Financials | 8.72% |
| 4 | Industrials | 7.35% |
| 5 | Consumer Discretionary | 7.35% |
