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
$1.34B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.5M
3
+$15.1M
4
ABT icon
Abbott
ABT
+$15.1M
5
UNP icon
Union Pacific
UNP
+$14.2M

Top Sells

1
+$24.5M
2
+$18.3M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$15.8M
5
ADM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$318K 0.02%
3,000
152
$304K 0.02%
1,577
+9
153
$274K 0.02%
2,577
-280
154
$273K 0.02%
+6,025
155
$265K 0.02%
3,325
-1,339
156
$263K 0.02%
3,654
-92
157
$258K 0.02%
1,783
158
$249K 0.02%
+2,806
159
$246K 0.02%
10,549
+134
160
$243K 0.02%
2,080
161
$242K 0.02%
3,120
162
$216K 0.02%
11,114
-57
163
$214K 0.02%
+5,604
164
$210K 0.02%
+3,639
165
$209K 0.02%
3,158
-4
166
$209K 0.02%
+2,078
167
$204K 0.02%
+3,639
168
$203K 0.02%
+537
169
$202K 0.02%
2,205
170
$172K 0.01%
10,250
171
$143K 0.01%
658
172
$129K 0.01%
10,365
173
$32.6K ﹤0.01%
1,840
174
– –
-1,900
175
– –
-155,889
4 5 6
7
8