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
$407M
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Sells

1 +$17.2M
2 +$15.2M
3 +$7.5M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.74M
5
PNC icon
PNC Financial Services
PNC
+$1.4M

Sector Composition

1 Financials 3.82%
2 Industrials 3.09%
3 Technology 2.4%
4 Healthcare 2.25%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$0 ﹤0.01%
+17
202
-430
203
$0 ﹤0.01%
+250