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
$1.23B
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$5.18M
3
+$3.68M
4
ST icon
Sensata Technologies
ST
+$3.42M
5
BAC icon
Bank of America
BAC
+$3.17M

Top Sells

1
+$23.7M
2
+$22.3M
3
+$20.8M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$13.4M
5
CNP icon
CenterPoint Energy
CNP
+$8.44M

Sector Composition

1 Technology 15.96%
2 Financials 12.65%
3 Industrials 11.33%
4 Healthcare 6.35%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
+18
427
$3K ﹤0.01%
+124
428
$3K ﹤0.01%
+50
429
$3K ﹤0.01%
+57
430
$3K ﹤0.01%
+100
431
$3K ﹤0.01%
+21
432
$2K ﹤0.01%
+20
433
$2K ﹤0.01%
+66
434
$2K ﹤0.01%
+70
435
$2K ﹤0.01%
+100
436
$2K ﹤0.01%
+25
437
$2K ﹤0.01%
+71
438
$2K ﹤0.01%
+30
439
$2K ﹤0.01%
+95
440
$2K ﹤0.01%
+474
441
$2K ﹤0.01%
24
-19,130
442
$2K ﹤0.01%
+15
443
$2K ﹤0.01%
+1,000
444
$1K ﹤0.01%
+47
445
$1K ﹤0.01%
+300
446
$1K ﹤0.01%
+26
447
$1K ﹤0.01%
+35
448
$1K ﹤0.01%
+12
449
$1K ﹤0.01%
+100
450
$1K ﹤0.01%
+19
15 16 17
18
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