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
151
$31K ﹤0.01%
1,069
152
$31K ﹤0.01%
200
153
$30K ﹤0.01%
372
-744
154
$30K ﹤0.01%
482
-11,602
155
$30K ﹤0.01%
879
-6,143
156
$29K ﹤0.01%
1,250
-1,000
157
$29K ﹤0.01%
967
-300
158
$27K ﹤0.01%
1,375
159
$27K ﹤0.01%
376
160
$26K ﹤0.01%
270
-5,873
161
$26K ﹤0.01%
534
-4,122
162
$25K ﹤0.01%
420
-200
163
$25K ﹤0.01%
550
164
$24K ﹤0.01%
190
-3,050
165
$24K ﹤0.01%
135
-750
166
$24K ﹤0.01%
4,000
167
$23K ﹤0.01%
448
168
$23K ﹤0.01%
550
169
$22K ﹤0.01%
855
170
$21K ﹤0.01%
320
-200
171
$21K ﹤0.01%
320
-221
172
$21K ﹤0.01%
400
-16,800
173
$21K ﹤0.01%
824
174
$20K ﹤0.01%
310
-1,040
175
$20K ﹤0.01%
1,200
5 6
7
8 9