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
$1.34B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$37.6M
3
+$27.7M
4
XOM icon
Exxon Mobil
XOM
+$25.3M
5
TPR icon
Tapestry
TPR
+$24.9M

Top Sells

1
+$55.2M
2
+$44.5M
3
+$21.1M
4
AVGO icon
Broadcom
AVGO
+$20.5M
5
PFE icon
Pfizer
PFE
+$19.2M

Sector Composition

1 Financials 12.03%
2 Technology 11.98%
3 Consumer Discretionary 10.7%
4 Industrials 9.23%
5 Communication Services 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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204
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205
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207
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-77,069
208
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-5,646
209
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-111,316
210
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-130,716
211
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214
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-233,495
215
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-94,029
5 6 7 8
9