PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
This Quarter Return
+9.43%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$1.5B
AUM Growth
+$1.5B
(+22%)
Cap. Flow
+$187M
Cap. Flow
% of AUM
12.48%
Top 10 Holdings %
Top 10 Hldgs %
26.16%
Holding
194
New
48
Increased
45
Reduced
46
Closed
42
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$45.7M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$44.7M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$44.1M |
| 4 |
AbbVie
ABBV
|
$33.1M |
| 5 |
Capital One
COF
|
$32.3M |
Top Sells
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$61.2M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$43M |
| 3 |
Newmont
NEM
|
$30.8M |
| 4 |
Dollar General
DG
|
$29.6M |
| 5 |
Danaher
DHR
|
$28.4M |
Sector Composition
| 1 | Technology | 12.68% |
| 2 | Financials | 10.89% |
| 3 | Healthcare | 10.6% |
| 4 | Consumer Discretionary | 8.09% |
| 5 | Industrials | 5.34% |
