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
$163M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$467K
2 +$116K
3 +$87.2K
4
ISRG icon
Intuitive Surgical
ISRG
+$65.2K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$63.2K

Top Sells

1 +$806K
2 +$468K
3 +$294K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$197K
5
TGTX icon
TG Therapeutics
TGTX
+$194K

Sector Composition

1 Technology 16.1%
2 Communication Services 10.46%
3 Healthcare 6.43%
4 Consumer Discretionary 5.42%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UAL icon
226
United Airlines
UAL
$31.4B
$4.78K ﹤0.01%
60
SYY icon
227
Sysco
SYY
$35.6B
$4.77K ﹤0.01%
+63
MOH icon
228
Molina Healthcare
MOH
$7.45B
$4.77K ﹤0.01%
+16
SHOP icon
229
Shopify
SHOP
$207B
$4.73K ﹤0.01%
41
+6
LLY icon
230
Eli Lilly
LLY
$871B
$4.68K ﹤0.01%
6
DOV icon
231
Dover
DOV
$24.8B
$4.58K ﹤0.01%
+25
VTRS icon
232
Viatris
VTRS
$11.6B
$4.51K ﹤0.01%
505
CPAY icon
233
Corpay
CPAY
$19.6B
$4.31K ﹤0.01%
+13
KD icon
234
Kyndryl
KD
$5.99B
$4.2K ﹤0.01%
100
ITOT icon
235
iShares Core S&P Total US Stock Market ETF
ITOT
$79.2B
$4.19K ﹤0.01%
31
VCIT icon
236
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.6B
$4.15K ﹤0.01%
50
ZTS icon
237
Zoetis
ZTS
$52.8B
$4.05K ﹤0.01%
+26
EXP icon
238
Eagle Materials
EXP
$6.59B
$4.04K ﹤0.01%
+20
HRI icon
239
Herc Holdings
HRI
$4.58B
$3.82K ﹤0.01%
29
BSX icon
240
Boston Scientific
BSX
$148B
$3.76K ﹤0.01%
35
ESGU icon
241
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$3.52K ﹤0.01%
26
OKE icon
242
Oneok
OKE
$42.5B
$3.51K ﹤0.01%
43
ACN icon
243
Accenture
ACN
$151B
$3.29K ﹤0.01%
+11
AMD icon
244
Advanced Micro Devices
AMD
$401B
$3.26K ﹤0.01%
23
CDP icon
245
COPT Defense Properties
CDP
$3.28B
$3.23K ﹤0.01%
117
APTV icon
246
Aptiv
APTV
$18B
$3.21K ﹤0.01%
47
+7
MSI icon
247
Motorola Solutions
MSI
$65.3B
$2.94K ﹤0.01%
+7
GEHC icon
248
GE HealthCare
GEHC
$33B
$2.59K ﹤0.01%
35
C icon
249
Citigroup
C
$180B
$2.55K ﹤0.01%
30
ICSH icon
250
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.38B
$2.18K ﹤0.01%
43