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

Top Buys

1
+$52.7M
2
+$49.3M
3
+$45M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$43.7M
5
CSCO icon
Cisco
CSCO
+$42.7M

Top Sells

1
+$67.6M
2
+$55.7M
3
+$40.5M
4
C icon
Citigroup
C
+$38.2M
5
LMT icon
Lockheed Martin
LMT
+$35.7M

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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