PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
This Quarter Return
+10.41%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$1.34B
AUM Growth
+$140M
(+12%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
28.1%
Holding
188
New
29
Increased
46
Reduced
76
Closed
15
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$18M |
| 2 |
Broadcom
AVGO
|
$16.5M |
| 3 |
Tapestry
TPR
|
$15.1M |
| 4 |
Abbott
ABT
|
$15.1M |
| 5 |
Union Pacific
UNP
|
$14.2M |
Top Sells
| 1 |
CVS Health
CVS
|
$24.5M |
| 2 |
C.H. Robinson
CHRW
|
$18.3M |
| 3 |
Lam Research
LRCX
|
$16.1M |
| 4 |
Apple
AAPL
|
$15.8M |
| 5 |
Archer Daniels Midland
ADM
|
$13.5M |
Sector Composition
| 1 | Technology | 14.76% |
| 2 | Healthcare | 12.34% |
| 3 | Consumer Staples | 11.02% |
| 4 | Financials | 7.58% |
| 5 | Industrials | 7.44% |
