PWAG

Polaris Wealth Advisory Group Portfolio holdings

AUM $1.31B
1-Year Est. Return 17.95%
This Fund
S&P 500
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
+$37.7M
2
+$37.1M
3
+$21.2M
4
MSCI icon
MSCI
MSCI
+$21M
5
XOM icon
Exxon Mobil
XOM
+$20.8M

Top Sells

1
+$55.2M
2
+$44.5M
3
+$20.9M
4
AVGO icon
Broadcom
AVGO
+$20.5M
5
PFE icon
Pfizer
PFE
+$19M

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
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202
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205
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208
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210
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211
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214
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-16,736
215
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5 6 7 8
9