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
76
$200K 0.13%
+5,000
77
$198K 0.13%
+3,040
78
$197K 0.13%
+735
79
$197K 0.13%
+2,704
80
$194K 0.13%
+1,098
81
$189K 0.12%
+200
82
$181K 0.12%
+3,555
83
$172K 0.11%
+620
84
$170K 0.11%
+6,000
85
$167K 0.11%
+3,696
86
$165K 0.11%
+994
87
$160K 0.11%
+2,450
88
$155K 0.1%
+5,000
89
$149K 0.1%
+547
90
$147K 0.1%
+400
91
$146K 0.1%
+6,600
92
$134K 0.09%
+3,030
93
$127K 0.08%
+1,700
94
$126K 0.08%
+6,074
95
$124K 0.08%
+1,500
96
$124K 0.08%
+500
97
$121K 0.08%
+4,865
98
$120K 0.08%
+4,200
99
$117K 0.08%
+1,900
100
$114K 0.07%
+371
2 3
4
5 6