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
$1.45B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$31.1M
3
+$29.6M
4
M icon
Macy's
M
+$28.7M
5
V icon
Visa
V
+$28.1M

Top Sells

1
+$41M
2
+$28.5M
3
+$25.1M
4
MS icon
Morgan Stanley
MS
+$23.1M
5
SWK icon
Stanley Black & Decker
SWK
+$21.6M

Sector Composition

1 Technology 19.19%
2 Financials 12.41%
3 Healthcare 9.37%
4 Consumer Discretionary 7.04%
5 Industrials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$95K 0.01%
1,363
+60
202
$95K 0.01%
836
+59
203
$94K 0.01%
1,388
+1,078
204
$94K 0.01%
+6,448
205
$93K 0.01%
2,300
-700
206
$92K 0.01%
+700
207
$92K 0.01%
+576
208
$91K 0.01%
+1,014
209
$91K 0.01%
+1,188
210
$89K 0.01%
1,666
+1,484
211
$86K 0.01%
+1,634
212
$85K 0.01%
+971
213
$84K 0.01%
+1,440
214
$84K 0.01%
+3,000
215
$81K 0.01%
+2,301
216
$81K 0.01%
+5,299
217
$80K 0.01%
625
+493
218
$78K 0.01%
460
219
$75K 0.01%
+1,619
220
$74K 0.01%
1,192
221
$73K 0.01%
526
+177
222
$70K ﹤0.01%
+795
223
$69K ﹤0.01%
4,203
224
$68K ﹤0.01%
+4,255
225
$67K ﹤0.01%
+3,827
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9
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