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
$152M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.8M
3
+$11.9M
4
META icon
Meta Platforms (Facebook)
META
+$10.4M
5
DRSK icon
Aptus Defined Risk ETF
DRSK
+$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 Change
in Stake 		Capital Flow
51
$517K 0.34%
+6,430
52
$513K 0.34%
+10,960
53
$513K 0.34%
+3,065
54
$367K 0.24%
+1,842
55
$365K 0.24%
+2,500
56
$365K 0.24%
+8,351
57
$346K 0.23%
+13,674
58
$327K 0.22%
+613
59
$323K 0.21%
+1,930
60
$297K 0.2%
+2,124
61
$293K 0.19%
+3,470
62
$286K 0.19%
+5,500
63
$264K 0.17%
+2,500
64
$259K 0.17%
+1,000
65
$258K 0.17%
+56
66
$241K 0.16%
+628
67
$241K 0.16%
+2,300
68
$240K 0.16%
+10,872
69
$231K 0.15%
+4,579
70
$227K 0.15%
+2,150
71
$225K 0.15%
+11,400
72
$222K 0.15%
+1,285
73
$216K 0.14%
+12,100
74
$210K 0.14%
+3,400
75
$209K 0.14%
+1,898
1 2
3
4 5