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
$427M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$2.42M
3
+$2.41M
4
UFS
DOMTAR CORPORATION (New)
UFS
+$2.36M
5
WDC icon
Western Digital
WDC
+$2.07M

Top Sells

1
+$12.4M
2
+$2.04M
3
+$2M
4
COF icon
Capital One
COF
+$1.96M
5
SPLS
Staples Inc
SPLS
+$1.87M

Sector Composition

1 Financials 3.41%
2 Industrials 3.27%
3 Healthcare 2.93%
4 Technology 2.75%
5 Energy 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$156K 0.04%
1,257
-168
77
$154K 0.04%
4,380
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78
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-213
79
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80
$130K 0.03%
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-96
81
$125K 0.03%
2,621
82
$119K 0.03%
3,411
+1,689
83
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615
84
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1,361
-84
85
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86
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87
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88
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865
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90
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900
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91
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95
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97
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98
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99
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100
$67K 0.02%
662
-124
2 3
4
5 6