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
$165M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1 +$2.68M
2 +$47.7K
3 +$35.5K
4
NBIS
Nebius Group N.V.
NBIS
+$34.7K
5
FANG icon
Diamondback Energy
FANG
+$34.6K

Top Sells

1 +$5.09M
2 +$2.9M
3 +$359K
4
NVDA icon
NVIDIA
NVDA
+$319K
5
JPM icon
JPMorgan Chase
JPM
+$168K

Sector Composition

1 Technology 17.85%
2 Communication Services 10.6%
3 Healthcare 6.58%
4 Consumer Discretionary 5.36%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZOM
301
DELISTED
Zomedica Corp.
ZOM
-450