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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
$1.45B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$29.5M
3
+$29M
4
ATVI
Activision Blizzard
ATVI
+$28.6M
5
AXP icon
American Express
AXP
+$26.8M

Top Sells

1
+$41M
2
+$27.5M
3
+$24.2M
4
APTV icon
Aptiv
APTV
+$23.2M
5
XLNX
Xilinx Inc
XLNX
+$22.9M

Sector Composition

1 Technology 19.16%
2 Financials 12.41%
3 Healthcare 9.37%
4 Consumer Discretionary 7.04%
5 Industrials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
+177
502
$1K ﹤0.01%
12
503
$1K ﹤0.01%
+20
504
$1K ﹤0.01%
+16
505
$1K ﹤0.01%
1,000
506
$1K ﹤0.01%
+85
507
$1K ﹤0.01%
+44
508
$0 ﹤0.01%
+11
509
– –
-1,375
510
$0 ﹤0.01%
+10
511
$0 ﹤0.01%
+44
512
– –
-11,416
513
– –
-31,187
514
– –
-227,345
515
$0 ﹤0.01%
11
+8
516
– –
-363,442
517
– –
-35
518
– –
-50
519
– –
-141
520
– –
-967
521
– –
-142
522
$0 ﹤0.01%
12
523
– –
-61,913
524
$0 ﹤0.01%
+18
525
– –
-70
19 20
21
22 23