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
101
$66K 0.02%
2,369
102
$66K 0.02%
827
-27
103
$61K 0.01%
3,886
+2,886
104
$40K 0.01%
+839
105
$37K 0.01%
200
106
$30K 0.01%
356
107
$27K 0.01%
239
108
$26K 0.01%
+2,000
109
$26K 0.01%
484
110
$24K 0.01%
272
111
$24K 0.01%
581
-1,075
112
$24K 0.01%
783
113
$23K 0.01%
400
114
$20K ﹤0.01%
322
115
$20K ﹤0.01%
493
116
$20K ﹤0.01%
271
117
$19K ﹤0.01%
262
118
$17K ﹤0.01%
446
119
$17K ﹤0.01%
400
+278
120
$17K ﹤0.01%
134
121
$16K ﹤0.01%
200
122
$15K ﹤0.01%
200
123
$14K ﹤0.01%
+400
124
$12K ﹤0.01%
300
-180
125
$12K ﹤0.01%
100
3 4
5
6 7