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
$1.18B
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
+$5.28M
2
+$2.7M
3
+$1.81M
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
126
$56K ﹤0.01%
762
127
$55K ﹤0.01%
967
-150
128
$55K ﹤0.01%
1,055
129
$54K ﹤0.01%
366
-197
130
$54K ﹤0.01%
538
131
$49K ﹤0.01%
625
132
$47K ﹤0.01%
633
-3,746
133
$46K ﹤0.01%
664
-820
134
$45K ﹤0.01%
349
135
$43K ﹤0.01%
237
-2,060
136
$42K ﹤0.01%
268
-536
137
$42K ﹤0.01%
530
-1,116
138
$42K ﹤0.01%
354
-2,737
139
$42K ﹤0.01%
635
-724
140
$41K ﹤0.01%
415
141
$41K ﹤0.01%
2,570
-1,400
142
$40K ﹤0.01%
1,444
143
$39K ﹤0.01%
469
-550
144
$38K ﹤0.01%
357
-960
145
$37K ﹤0.01%
622
146
$36K ﹤0.01%
360
-56
147
$36K ﹤0.01%
305
148
$35K ﹤0.01%
3,722
149
$34K ﹤0.01%
660
-14,760
150
$32K ﹤0.01%
210
4 5
6
7 8