We are live on ! Find out more
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
$1.18B
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
+$5.71M
2
+$3.05M
3
+$1.9M
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
276
– –
-380
277
– –
-20
278
– –
-474
279
– –
-24
280
– –
-15
281
– –
-47
282
– –
-600
283
– –
-838
284
– –
-1,050
285
– –
-2,406
286
– –
-1,440
287
$0 ﹤0.01%
2
-980
288
– –
-1,000
289
– –
-493
290
– –
-2,470
291
– –
-1
292
– –
-173
293
– –
-488
294
– –
-800
295
– –
-2,073
296
– –
-600
297
– –
-1,188
298
– –
-757
299
– –
-300
300
– –
-3,000
10 11
12
13 14