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
$1.74B
AUM Growth
+$70.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$52.7M
2
+$45.3M
3
+$44.3M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$43.6M
5
CSCO icon
Cisco
CSCO
+$38.5M

Top Sells

1
+$67.6M
2
+$57.5M
3
+$40.7M
4
C icon
Citigroup
C
+$38.2M
5
PARA
Paramount Global Class B
PARA
+$35.5M

Sector Composition

1 Technology 17.99%
2 Consumer Discretionary 13.25%
3 Healthcare 11.13%
4 Financials 9.36%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
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