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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
$1.68B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$58.4M
3
+$50.3M
4
PARA
Paramount Global Class B
PARA
+$42M
5
WMT icon
Walmart Inc
WMT
+$36.4M

Top Sells

1
+$54.5M
2
+$54.4M
3
+$46.2M
4
INTC icon
Intel
INTC
+$32M
5
KHC icon
Kraft Heinz
KHC
+$31.3M

Sector Composition

1 Technology 15.02%
2 Financials 13.25%
3 Consumer Discretionary 10.24%
4 Industrials 9.48%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-76,206
202
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-36,930
203
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-295,820
204
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-186,349
205
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-44,296
206
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-94,650
207
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-305,037
208
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-2,120
209
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-41,333
210
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-890,821
211
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-30,406
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-68,261
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-53,455
215
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-5,988
216
– –
-3,620
5 6 7 8
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