PWAG
Polaris Wealth Advisory Group Portfolio holdings
AUM
$1.31B
1-Year Return
17.95%
This Quarter Return
+2.62%
1 Year Return
+17.95%
3 Year Return
+63.98%
5 Year Return
+145.15%
10 Year Return
+406.02%
AUM
$427M
AUM Growth
+$20.6M
(+5.1%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
53.94%
Holding
222
New
33
Increased
60
Reduced
24
Closed
60
Top Buys
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$11.9M |
| 2 |
UGI
UGI
|
$2.42M |
| 3 |
STJ
St Jude Medical
STJ
|
$2.41M |
| 4 |
UFS
DOMTAR CORPORATION (New)
UFS
|
$2.36M |
| 5 |
Western Digital
WDC
|
$2.07M |
Top Sells
| 1 |
iShares US Consumer Discretionary ETF
IYC
|
$12.4M |
| 2 |
CA
CA, Inc.
CA
|
$2.04M |
| 3 |
Aflac
AFL
|
$2M |
| 4 |
Capital One
COF
|
$1.96M |
| 5 |
SPLS
Staples Inc
SPLS
|
$1.87M |
Sector Composition
| 1 | Financials | 3.41% |
| 2 | Industrials | 3.27% |
| 3 | Healthcare | 2.93% |
| 4 | Technology | 2.75% |
| 5 | Energy | 1.41% |
