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
-$668K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$243K
3
+$240K
4
DKNG icon
DraftKings
DKNG
+$234K
5
IONQ icon
IonQ
IONQ
+$208K

Top Sells

1
+$465K
2
+$373K
3
+$308K
4
V icon
Visa
V
+$272K
5
JPM icon
JPMorgan Chase
JPM
+$249K

Sector Composition

1 Technology 18.12%
2 Communication Services 10.35%
3 Healthcare 6.48%
4 Consumer Discretionary 5.6%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$763B
$1.21M 0.73%
3,745
-804
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$115B
$1.19M 0.72%
2,515
BMY icon
28
Bristol-Myers Squibb
BMY
$120B
$1.07M 0.65%
19,800
-100
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$136B
$1.06M 0.64%
15,771
-5,556
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.06T
$971K 0.59%
1,931
-415
NFLX icon
31
Netflix
NFLX
$398B
$965K 0.59%
10,290
WMT icon
32
Walmart Inc
WMT
$999B
$863K 0.52%
7,745
-2,869
RKLB icon
33
Rocket Lab Corp
RKLB
$38.8B
$850K 0.52%
12,183
+4,183
DE icon
34
Deere & Co
DE
$158B
$753K 0.46%
1,618
PLSE icon
35
Pulse Biosciences
PLSE
$1.45B
$706K 0.43%
51,452
ABT icon
36
Abbott
ABT
$188B
$702K 0.43%
5,605
SPYG icon
37
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.2B
$686K 0.42%
6,430
IJH icon
38
iShares Core S&P Mid-Cap ETF
IJH
$105B
$683K 0.42%
10,353
RELX icon
39
RELX
RELX
$61.4B
$600K 0.36%
14,836
IWD icon
40
iShares Russell 1000 Value ETF
IWD
$67.6B
$595K 0.36%
2,831
MA icon
41
Mastercard
MA
$444B
$535K 0.33%
938
-80
IBIT icon
42
iShares Bitcoin Trust
IBIT
$54.8B
$509K 0.31%
10,260
PWR icon
43
Quanta Services
PWR
$84.8B
$507K 0.31%
1,202
-507
EEM icon
44
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$497K 0.3%
9,093
-548
AVGO icon
45
Broadcom
AVGO
$1.59T
$496K 0.3%
1,432
-113
TSM icon
46
TSMC
TSM
$1.75T
$485K 0.29%
1,595
+601
IWM icon
47
iShares Russell 2000 ETF
IWM
$69.7B
$478K 0.29%
1,942
CVX icon
48
Chevron
CVX
$390B
$467K 0.28%
3,065
ORCL icon
49
Oracle
ORCL
$457B
$405K 0.25%
2,076
PFE icon
50
Pfizer
PFE
$153B
$400K 0.24%
16,057
+2,400
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