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
$1.34B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$16.5M
3
+$15.1M
4
ABT icon
Abbott
ABT
+$15.1M
5
UNP icon
Union Pacific
UNP
+$14.2M

Top Sells

1
+$24.5M
2
+$18.3M
3
+$16.1M
4
AAPL icon
Apple
AAPL
+$15.8M
5
ADM icon
Archer Daniels Midland
ADM
+$13.5M

Sector Composition

1 Technology 14.76%
2 Healthcare 12.34%
3 Consumer Staples 11.02%
4 Financials 7.58%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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180
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182
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-1,712
183
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-60,268
184
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185
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-67,973
186
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-89,768
188
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