PW
Pandora Wealth Portfolio holdings
AUM
$163M
This Quarter Return
-1.9%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.31%
Holding
266
New
266
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$14.8M |
| 2 |
Aptus Collared Investment Opportunity ETF
ACIO
|
$12.8M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$11.9M |
| 4 |
Meta Platforms (Facebook)
META
|
$10.4M |
| 5 |
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% |
