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

Top Buys

1
+$2.69M
2
+$56.1K
3
+$49.5K
4
NOW icon
ServiceNow
NOW
+$35K
5
FANG icon
Diamondback Energy
FANG
+$34.8K

Top Sells

1
+$5.09M
2
+$2.9M
3
+$404K
4
NVDA icon
NVIDIA
NVDA
+$342K
5
JPM icon
JPMorgan Chase
JPM
+$178K

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
SRE icon
26
Sempra
SRE
$58.1B
$1.3M 0.79%
14,437
-10
NFLX icon
27
Netflix
NFLX
$400B
$1.23M 0.75%
10,290
-50
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.18M 0.71%
2,346
IWF icon
29
iShares Russell 1000 Growth ETF
IWF
$125B
$1.18M 0.71%
2,515
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$3.76T
$1.13M 0.69%
4,660
-43
WMT icon
31
Walmart Inc. Common Stock
WMT
$919B
$1.09M 0.66%
10,614
-1,212
PLSE icon
32
Pulse Biosciences
PLSE
$948M
$911K 0.55%
51,452
BMY icon
33
Bristol-Myers Squibb
BMY
$104B
$897K 0.54%
19,900
ABT icon
34
Abbott
ABT
$214B
$751K 0.45%
5,605
-32
DE icon
35
Deere & Co
DE
$130B
$740K 0.45%
1,618
-2
RELX icon
36
RELX
RELX
$73.2B
$709K 0.43%
14,836
-179
PWR icon
37
Quanta Services
PWR
$69.3B
$708K 0.43%
1,709
-336
IJH icon
38
iShares Core S&P Mid-Cap ETF
IJH
$104B
$676K 0.41%
10,353
-25
SPYG icon
39
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.3B
$672K 0.41%
6,430
IBIT icon
40
iShares Bitcoin Trust
IBIT
$70.4B
$667K 0.4%
10,260
BR icon
41
Broadridge
BR
$27.1B
$644K 0.39%
2,704
-402
ORCL icon
42
Oracle
ORCL
$556B
$584K 0.35%
2,076
-48
MA icon
43
Mastercard
MA
$502B
$579K 0.35%
1,018
IWD icon
44
iShares Russell 1000 Value ETF
IWD
$68.8B
$576K 0.35%
2,831
PGR icon
45
Progressive
PGR
$135B
$569K 0.34%
2,306
-284
CPRT icon
46
Copart
CPRT
$37.5B
$554K 0.34%
12,311
-299
EEM icon
47
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$515K 0.31%
9,641
AVGO icon
48
Broadcom
AVGO
$1.92T
$510K 0.31%
1,545
-397
FANG icon
49
Diamondback Energy
FANG
$45.3B
$494K 0.3%
3,450
+243
AMT icon
50
American Tower
AMT
$84.9B
$490K 0.3%
2,547
-216
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