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
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$47.7K
3
+$35.5K
4
NBIS
Nebius Group N.V.
NBIS
+$34.7K
5
FANG icon
Diamondback Energy
FANG
+$34.6K

Top Sells

1
+$5.09M
2
+$2.9M
3
+$359K
4
NVDA icon
NVIDIA
NVDA
+$319K
5
JPM icon
JPMorgan Chase
JPM
+$168K

Sector Composition

1 Technology 17.85%
2 Communication Services 10.6%
3 Healthcare 6.58%
4 Consumer Discretionary 5.36%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
51
Chevron
CVX
$410B
$476K 0.29%
3,065
IWM icon
52
iShares Russell 2000 ETF
IWM
$70.8B
$470K 0.28%
1,942
ROP icon
53
Roper Technologies
ROP
$36.4B
$465K 0.28%
932
-60
NOW icon
54
ServiceNow
NOW
$109B
$459K 0.28%
2,495
+190
CHE icon
55
Chemed
CHE
$5.2B
$445K 0.27%
994
+46
SNOW icon
56
Snowflake
SNOW
$52.1B
$383K 0.23%
1,700
RKLB icon
57
Rocket Lab Corp
RKLB
$36.6B
$383K 0.23%
8,000
+500
MDY icon
58
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.1B
$365K 0.22%
613
TSLA icon
59
Tesla
TSLA
$1.39T
$356K 0.22%
800
PFE icon
60
Pfizer
PFE
$160B
$348K 0.21%
13,657
-17
IONQ icon
61
IonQ
IONQ
$10.6B
$314K 0.19%
5,100
BKNG icon
62
Booking.com
BKNG
$133B
$302K 0.18%
56
SCHX icon
63
Schwab US Large- Cap ETF
SCHX
$61.3B
$286K 0.17%
10,872
TSM icon
64
TSMC
TSM
$1.75T
$278K 0.17%
994
IJR icon
65
iShares Core S&P Small-Cap ETF
IJR
$92.1B
$272K 0.16%
2,286
-259
SCHF icon
66
Schwab International Equity ETF
SCHF
$58B
$265K 0.16%
11,400
UBER icon
67
Uber
UBER
$147B
$241K 0.15%
2,459
-245
VTV icon
68
Vanguard Value ETF
VTV
$164B
$240K 0.15%
1,285
PLTR icon
69
Palantir
PLTR
$350B
$237K 0.14%
1,300
-2,215
DGRO icon
70
iShares Core Dividend Growth ETF
DGRO
$37.5B
$231K 0.14%
3,400
NI icon
71
NiSource
NI
$22.3B
$217K 0.13%
5,000
VEA icon
72
Vanguard FTSE Developed Markets ETF
VEA
$202B
$213K 0.13%
3,555
SLV icon
73
iShares Silver Trust
SLV
$38.6B
$212K 0.13%
5,000
AMLP icon
74
Alerian MLP ETF
AMLP
$12.1B
$211K 0.13%
4,500
RBLX icon
75
Roblox
RBLX
$40.1B
$208K 0.13%
1,500
1 2
3
4 5