PW
Pandora Wealth Portfolio holdings
AUM $152M
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 | $14.8M | |
| 2 | $12.8M | |
| 3 | $11.9M | |
| 4 | $10.4M | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.22M | 0.8% | +2,296 | New | +$1.22M | |||
| $1.21M | 0.8% | +19,900 | New | +$1.21M | |||
| $1.1M | 0.73% | +20,449 | New | +$1.1M | |||
| $1.08M | 0.71% | +15,132 | New | +$1.08M | |||
| $1.08M | 0.71% | +12,276 | New | +$1.08M | |||
| $960K | 0.63% | +1,029 | New | +$960K | |||
| $908K | 0.6% | +2,515 | New | +$908K | |||
| $837K | 0.55% | +5,356 | New | +$837K | |||
| $828K | 0.54% | +51,452 | New | +$828K | |||
| $806K | 0.53% | +1,539 | New | +$806K | |||
| $770K | 0.51% | +3,175 | New | +$770K | |||
| $760K | 0.5% | +1,620 | New | +$760K | |||
| $757K | 0.5% | +15,015 | New | +$757K | |||
| $752K | 0.49% | +2,656 | New | +$752K | |||
| $744K | 0.49% | +5,605 | New | +$744K | |||
| $722K | 0.47% | +4,666 | New | +$722K | |||
| $715K | 0.47% | +12,636 | New | +$715K | |||
| $651K | 0.43% | +1,104 | New | +$651K | |||
| $606K | 0.4% | +2,783 | New | +$606K | |||
| $606K | 0.4% | +10,378 | New | +$606K | |||
| $580K | 0.38% | +943 | New | +$580K | |||
| $558K | 0.37% | +1,018 | New | +$558K | |||
| $533K | 0.35% | +2,831 | New | +$533K | |||
| $525K | 0.35% | +2,065 | New | +$525K | |||
| $520K | 0.34% | +3,254 | New | +$520K |
