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
$1.36B
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$23.9M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$12.7M
5
LIN icon
Linde
LIN
+$9.67M

Top Sells

1
+$35.4M
2
+$23.6M
3
+$22.2M
4
WRB icon
W.R. Berkley
WRB
+$15.6M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$15.2M

Sector Composition

1 Technology 15.2%
2 Healthcare 12.53%
3 Consumer Staples 11.45%
4 Financials 7.45%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
8