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
251
$344 ﹤0.01%
+20
252
$322 ﹤0.01%
+55
253
$306 ﹤0.01%
+24
254
$280 ﹤0.01%
+200
255
$235 ﹤0.01%
+3
256
$166 ﹤0.01%
+40
257
$98 ﹤0.01%
+2
258
$92 ﹤0.01%
+100
259
$91 ﹤0.01%
+1
260
$72 ﹤0.01%
+25
261
$56 ﹤0.01%
+40
262
$54 ﹤0.01%
+6
263
$26 ﹤0.01%
+40
264
$8 ﹤0.01%
+3
265
$4 ﹤0.01%
+4
266
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0
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