PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
1-Year Return
17.95%
This Quarter Return
-1.21%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$1.18B
AUM Growth
-$41.9M
(-3.4%)
Cap. Flow
-$42M
Cap. Flow
% of AUM
-3.55%
Top 10 Holdings %
Top 10 Hldgs %
28.83%
Holding
466
New
–
Increased
–
Reduced
135
Closed
213
Top Buys
No buys this quarter
Top Sells
| 1 |
Apple
AAPL
|
$5.28M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.7M |
| 3 |
Boeing
BA
|
$1.81M |
| 4 |
Netflix
NFLX
|
$1.68M |
| 5 |
Cooper Companies
COO
|
$1.33M |
Sector Composition
| 1 | Technology | 15.75% |
| 2 | Financials | 12.73% |
| 3 | Industrials | 11.46% |
| 4 | Healthcare | 6.15% |
| 5 | Consumer Discretionary | 5.55% |
