We are live on ! Find out more
PWAG

Polaris Wealth Advisory Group Portfolio holdings

AUM $1.31B
1-Year Est. Return 17.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$19.8M
3
+$19.7M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11M
5
NVDA icon
NVIDIA
NVDA
+$10.9M

Top Sells

1
+$37.8M
2
+$31.3M
3
+$26.7M
4
M icon
Macy's
M
+$26.5M
5
DPZ icon
Domino's
DPZ
+$23.7M

Sector Composition

1 Technology 17.29%
2 Healthcare 10.83%
3 Financials 8.72%
4 Industrials 7.35%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-808
177
– –
-585
178
– –
-1
179
– –
-239
180
– –
-729
181
– –
-146,289
182
– –
-330,936
183
– –
-503,272
184
– –
-551
185
– –
-6
186
– –
-500
187
– –
-966,017
188
– –
-800
189
– –
-173
190
– –
-488
191
– –
-2,215
192
– –
-40
193
– –
-2,500
194
– –
-180
195
– –
-2,970
196
– –
-362
197
– –
-1,500
198
– –
-175
199
– –
-312
200
– –
-1,800
6 7
8
9 10