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
$1.32B
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$30M
3
+$28.3M
4
WYNN icon
Wynn Resorts
WYNN
+$27.8M
5
ADI icon
Analog Devices
ADI
+$27.3M

Top Sells

1
+$40.6M
2
+$27.4M
3
+$26.9M
4
NDAQ icon
Nasdaq
NDAQ
+$26.7M
5
NVDA icon
NVIDIA
NVDA
+$26.2M

Sector Composition

1 Healthcare 12.27%
2 Technology 10.43%
3 Financials 9.75%
4 Consumer Discretionary 7.07%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-10,893
177
– –
-2,444
178
– –
-432,254
179
– –
-164,634
180
– –
-35,622
181
– –
-48,786
182
– –
-23,364
183
– –
-156,391
4 5 6 7
8