PW

Pandora Wealth Portfolio holdings

AUM $165M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.8M
3
+$11.9M
4
META icon
Meta Platforms (Facebook)
META
+$10.4M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$7.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.13%
2 Communication Services 8.78%
3 Healthcare 8.1%
4 Consumer Discretionary 5.12%
5 Financials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.38K ﹤0.01%
+40
227
$2.36K ﹤0.01%
+23
228
$2.18K ﹤0.01%
+43
229
$2.13K ﹤0.01%
+30
230
$2.06K ﹤0.01%
+21
231
$2.02K ﹤0.01%
+80
232
$1.84K ﹤0.01%
+130
233
$1.55K ﹤0.01%
+20
234
$1.44K ﹤0.01%
+20
235
$1.28K ﹤0.01%
+50
236
$1.17K ﹤0.01%
+5
237
$1.06K ﹤0.01%
+65
238
$895 ﹤0.01%
+235
239
$858 ﹤0.01%
+20
240
$795 ﹤0.01%
+20
241
$766 ﹤0.01%
+131
242
$730 ﹤0.01%
+250
243
$708 ﹤0.01%
+15
244
$677 ﹤0.01%
+10
245
$618 ﹤0.01%
+10
246
$603 ﹤0.01%
+75
247
$543 ﹤0.01%
+10
248
$507 ﹤0.01%
+65
249
$443 ﹤0.01%
+25
250
$392 ﹤0.01%
+20
7 8 9
10
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