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
176
$19K ﹤0.01%
97
-4,287
177
$19K ﹤0.01%
1,068
-447
178
$18K ﹤0.01%
593
179
$17K ﹤0.01%
141
-100
180
$17K ﹤0.01%
156
-1,090
181
$17K ﹤0.01%
112
182
$15K ﹤0.01%
95
-82
183
$15K ﹤0.01%
888
-222
184
$15K ﹤0.01%
111
-111
185
$14K ﹤0.01%
541
186
$14K ﹤0.01%
646
187
$14K ﹤0.01%
144
-144
188
$14K ﹤0.01%
500
189
$14K ﹤0.01%
132
-493
190
$14K ﹤0.01%
240
-362
191
$13K ﹤0.01%
500
192
$13K ﹤0.01%
1,480
193
$12K ﹤0.01%
1,000
194
$12K ﹤0.01%
189
-94
195
$12K ﹤0.01%
146
196
$12K ﹤0.01%
354
197
$11K ﹤0.01%
275
198
$11K ﹤0.01%
210
-1,279
199
$11K ﹤0.01%
1,050
200
$11K ﹤0.01%
500
6 7
8
9 10