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
$1.5B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$44.7M
3
+$44.1M
4
ABBV icon
AbbVie
ABBV
+$33.1M
5
COF icon
Capital One
COF
+$32.3M

Top Sells

1
+$61.2M
2
+$43M
3
+$30.8M
4
DG icon
Dollar General
DG
+$29.6M
5
DHR icon
Danaher
DHR
+$28.4M

Sector Composition

1 Technology 12.68%
2 Financials 10.89%
3 Healthcare 10.6%
4 Consumer Discretionary 8.09%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$151K 0.01%
+2,558
152
$103K 0.01%
11,207
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