PW

Pandora Wealth Portfolio holdings

AUM $165M
1-Year Est. Return 18.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$107K
3
+$83.2K
4
ISRG icon
Intuitive Surgical
ISRG
+$62.7K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$58.7K

Top Sells

1
+$806K
2
+$460K
3
+$298K
4
TGTX icon
TG Therapeutics
TGTX
+$201K
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$187K

Sector Composition

1 Technology 16.09%
2 Communication Services 10.46%
3 Healthcare 6.43%
4 Consumer Discretionary 5.42%
5 Financials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.78K ﹤0.01%
60
227
$4.77K ﹤0.01%
+63
228
$4.77K ﹤0.01%
+16
229
$4.73K ﹤0.01%
41
+6
230
$4.68K ﹤0.01%
6
231
$4.58K ﹤0.01%
+25
232
$4.51K ﹤0.01%
505
233
$4.31K ﹤0.01%
+13
234
$4.2K ﹤0.01%
100
235
$4.19K ﹤0.01%
31
236
$4.15K ﹤0.01%
50
237
$4.05K ﹤0.01%
+26
238
$4.04K ﹤0.01%
+20
239
$3.82K ﹤0.01%
29
240
$3.76K ﹤0.01%
35
241
$3.52K ﹤0.01%
26
242
$3.51K ﹤0.01%
43
243
$3.29K ﹤0.01%
+11
244
$3.26K ﹤0.01%
23
245
$3.23K ﹤0.01%
117
246
$3.21K ﹤0.01%
47
+7
247
$2.94K ﹤0.01%
+7
248
$2.59K ﹤0.01%
35
249
$2.55K ﹤0.01%
30
250
$2.18K ﹤0.01%
43
8 9
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