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 | |
|---|---|---|---|---|---|---|---|
| $517K | 0.34% | +6,430 | New | +$517K | |||
| $513K | 0.34% | +10,960 | New | +$513K | |||
| $513K | 0.34% | +3,065 | New | +$513K | |||
| $367K | 0.24% | +1,842 | New | +$367K | |||
| $365K | 0.24% | +2,500 | New | +$365K | |||
| $365K | 0.24% | +8,351 | New | +$365K | |||
| $346K | 0.23% | +13,674 | New | +$346K | |||
| $327K | 0.22% | +613 | New | +$327K | |||
| $323K | 0.21% | +1,930 | New | +$323K | |||
| $297K | 0.2% | +2,124 | New | +$297K | |||
| $293K | 0.19% | +3,470 | New | +$293K | |||
| $286K | 0.19% | +5,500 | New | +$286K | |||
| $264K | 0.17% | +2,500 | New | +$264K | |||
| $259K | 0.17% | +1,000 | New | +$259K | |||
| $258K | 0.17% | +56 | New | +$258K | |||
| $241K | 0.16% | +628 | New | +$241K | |||
| $241K | 0.16% | +2,300 | New | +$241K | |||
| $240K | 0.16% | +10,872 | New | +$240K | |||
| $231K | 0.15% | +4,579 | New | +$231K | |||
| $227K | 0.15% | +2,150 | New | +$227K | |||
| $225K | 0.15% | +11,400 | New | +$225K | |||
| $222K | 0.15% | +1,285 | New | +$222K | |||
| $216K | 0.14% | +12,100 | New | +$216K | |||
| $210K | 0.14% | +3,400 | New | +$210K | |||
| $209K | 0.14% | +1,898 | New | +$209K |
