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
$1.18B
AUM Growth
-$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.28M
2
+$2.7M
3
+$1.81M
4
NFLX icon
Netflix
NFLX
+$1.68M
5
COO icon
Cooper Companies
COO
+$1.33M

Sector Composition

1 Technology 15.75%
2 Financials 12.73%
3 Industrials 11.46%
4 Healthcare 6.15%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
100
227
$5K ﹤0.01%
142
228
$4K ﹤0.01%
108
-30
229
$4K ﹤0.01%
100
230
$3K ﹤0.01%
99
231
$3K ﹤0.01%
86
-1,042
232
$3K ﹤0.01%
34
-539
233
$3K ﹤0.01%
168
234
$3K ﹤0.01%
40
235
$3K ﹤0.01%
18
236
$3K ﹤0.01%
30
-1,474
237
$3K ﹤0.01%
55
238
$2K ﹤0.01%
66
239
$2K ﹤0.01%
71
240
$2K ﹤0.01%
1,000
241
$1K ﹤0.01%
35
242
$1K ﹤0.01%
12
243
$1K ﹤0.01%
19
244
$1K ﹤0.01%
27
245
$1K ﹤0.01%
10
-75
246
$1K ﹤0.01%
11
247
$1K ﹤0.01%
100
248
$1K ﹤0.01%
12
249
– –
-277
250
– –
-4,827
8 9
10
11 12