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
IONQ icon
51
IonQ
IONQ
$12.1B
$395K 0.24%
8,805
+3,705
BR icon
52
Broadridge
BR
$20.7B
$391K 0.24%
1,754
-950
SNOW icon
53
Snowflake
SNOW
$60.7B
$373K 0.23%
1,700
MDY icon
54
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$370K 0.22%
613
PGR icon
55
Progressive
PGR
$120B
$363K 0.22%
1,596
-710
FANG icon
56
Diamondback Energy
FANG
$49.9B
$360K 0.22%
2,394
-1,056
TSLA icon
57
Tesla
TSLA
$1.48T
$360K 0.22%
800
SLV icon
58
iShares Silver Trust
SLV
$43.3B
$322K 0.2%
5,000
CPRT icon
59
Copart
CPRT
$32.7B
$309K 0.19%
7,894
-4,417
AMT icon
60
American Tower
AMT
$83.8B
$306K 0.19%
1,745
-802
BA icon
61
Boeing
BA
$161B
$302K 0.18%
1,390
+890
HOOD icon
62
Robinhood
HOOD
$68.5B
$302K 0.18%
2,668
+1,868
BKNG icon
63
Booking.com
BKNG
$134B
$300K 0.18%
56
SCHX icon
64
Schwab US Large- Cap ETF
SCHX
$62.4B
$293K 0.18%
10,872
CHE icon
65
Chemed
CHE
$5.5B
$290K 0.18%
678
-316
UBER icon
66
Uber
UBER
$150B
$279K 0.17%
3,417
+958
SCHF icon
67
Schwab International Equity ETF
SCHF
$57.7B
$274K 0.17%
11,400
IJR icon
68
iShares Core S&P Small-Cap ETF
IJR
$90.3B
$272K 0.17%
2,266
-20
NOW icon
69
ServiceNow
NOW
$118B
$270K 0.16%
1,765
-730
APH icon
70
Amphenol
APH
$162B
$266K 0.16%
+1,966
VZ icon
71
Verizon
VZ
$214B
$247K 0.15%
6,057
+4,532
VTV icon
72
Vanguard Value ETF
VTV
$165B
$245K 0.15%
1,285
DKNG icon
73
DraftKings
DKNG
$12.6B
$245K 0.15%
+7,117
DGRO icon
74
iShares Core Dividend Growth ETF
DGRO
$37.3B
$236K 0.14%
3,400
PLTR icon
75
Palantir
PLTR
$367B
$231K 0.14%
1,300
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3
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