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
251
$2.17K ﹤0.01%
80
252
$2.05K ﹤0.01%
20
253
$1.89K ﹤0.01%
490
+240
254
$1.88K ﹤0.01%
20
255
$1.7K ﹤0.01%
130
256
$1.6K ﹤0.01%
+2
257
$1.5K ﹤0.01%
30
+15
258
$1.39K ﹤0.01%
78
+13
259
$1.28K ﹤0.01%
50
260
$1.24K ﹤0.01%
10
-11
261
$1.21K ﹤0.01%
+26
262
$1.2K ﹤0.01%
5
263
$1.18K ﹤0.01%
+10
264
$1.07K ﹤0.01%
+8
265
$990 ﹤0.01%
330
266
$969 ﹤0.01%
20
267
$951 ﹤0.01%
14
+4
268
$850 ﹤0.01%
131
269
$806 ﹤0.01%
235
270
$799 ﹤0.01%
33
+13
271
$705 ﹤0.01%
20
272
$652 ﹤0.01%
10
273
$635 ﹤0.01%
75
274
$601 ﹤0.01%
65
275
$552 ﹤0.01%
25
9 10
11
12 13