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
151
$3K ﹤0.01%
+235
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$3K ﹤0.01%
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153
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24
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