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
$1.5B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$42.8M
3
+$42M
4
MDT icon
Medtronic
MDT
+$41.6M
5
VZ icon
Verizon
VZ
+$40.3M

Top Sells

1
+$52.7M
2
+$52M
3
+$49.3M
4
T icon
AT&T
T
+$45.2M
5
JNJ icon
Johnson & Johnson
JNJ
+$40.2M

Sector Composition

1 Financials 12.7%
2 Healthcare 12.23%
3 Technology 12.03%
4 Industrials 9.99%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-29,376
202
– –
-529
203
– –
-3,369
204
– –
-4,901
205
– –
-224,350
206
– –
-3,567
207
– –
-74,703
208
– –
-85,210
209
– –
-12,621
210
– –
-9,200
5 6 7 8
9