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 | |
|---|---|---|---|---|---|---|---|
| $200K | 0.13% | +5,000 | New | +$200K | |||
| $198K | 0.13% | +3,040 | New | +$198K | |||
| $197K | 0.13% | +735 | New | +$197K | |||
| $197K | 0.13% | +2,704 | New | +$197K | |||
| $194K | 0.13% | +1,098 | New | +$194K | |||
| $189K | 0.12% | +200 | New | +$189K | |||
| $181K | 0.12% | +3,555 | New | +$181K | |||
| $172K | 0.11% | +620 | New | +$172K | |||
| $170K | 0.11% | +6,000 | New | +$170K | |||
| $167K | 0.11% | +3,696 | New | +$167K | |||
| $165K | 0.11% | +994 | New | +$165K | |||
| $160K | 0.1% | +2,450 | New | +$160K | |||
| $155K | 0.1% | +5,000 | New | +$155K | |||
| $149K | 0.1% | +547 | New | +$149K | |||
| $147K | 0.1% | +400 | New | +$147K | |||
| $146K | 0.1% | +6,600 | New | +$146K | |||
| $134K | 0.09% | +3,030 | New | +$134K | |||
| $127K | 0.08% | +1,700 | New | +$127K | |||
| $126K | 0.08% | +6,074 | New | +$126K | |||
| $124K | 0.08% | +1,500 | New | +$124K | |||
| $124K | 0.08% | +500 | New | +$124K | |||
| $121K | 0.08% | +4,865 | New | +$121K | |||
| $120K | 0.08% | +4,200 | New | +$120K | |||
| $117K | 0.08% | +1,900 | New | +$117K | |||
| $114K | 0.07% | +371 | New | +$114K |
