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
$1.06B
AUM Growth
-$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$17.4M
3
+$16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.2M
5
NVDA icon
NVIDIA
NVDA
+$7.63M

Top Sells

1
+$36.3M
2
+$31.3M
3
+$24.4M
4
M icon
Macy's
M
+$23.9M
5
DPZ icon
Domino's
DPZ
+$23.7M

Sector Composition

1 Technology 17.29%
2 Healthcare 10.83%
3 Financials 8.72%
4 Industrials 7.35%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
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