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
$322M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Sells

1 +$22.1M
2 +$17.4M
3 +$871K
4
HD icon
Home Depot
HD
+$854K
5
WMT icon
Walmart Inc. Common Stock
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5
177
-19
178
-1