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
201
$11K ﹤0.01%
214
202
$10K ﹤0.01%
100
-4,637
203
$10K ﹤0.01%
100
204
$10K ﹤0.01%
206
-320
205
$9K ﹤0.01%
81
-1,870
206
$9K ﹤0.01%
182
207
$9K ﹤0.01%
70
-30
208
$9K ﹤0.01%
45
209
$9K ﹤0.01%
80
-97
210
$8K ﹤0.01%
732
211
$8K ﹤0.01%
75
212
$7K ﹤0.01%
26
213
$7K ﹤0.01%
454
214
$7K ﹤0.01%
70
215
$7K ﹤0.01%
160
-280
216
$7K ﹤0.01%
50
217
$6K ﹤0.01%
359
218
$6K ﹤0.01%
50
219
$6K ﹤0.01%
142
-152
220
$6K ﹤0.01%
93
-89
221
$6K ﹤0.01%
110
222
$6K ﹤0.01%
35
223
$6K ﹤0.01%
195
224
$5K ﹤0.01%
100
225
$5K ﹤0.01%
100
7 8
9
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