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
-$668K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$263K
2 +$243K
3 +$240K
4
DKNG icon
DraftKings
DKNG
+$234K
5
IONQ icon
IonQ
IONQ
+$208K

Top Sells

1 +$465K
2 +$373K
3 +$308K
4
V icon
Visa
V
+$272K
5
JPM icon
JPMorgan Chase
JPM
+$249K

Sector Composition

1 Technology 18.12%
2 Communication Services 10.35%
3 Healthcare 6.48%
4 Consumer Discretionary 5.6%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADI icon
101
Analog Devices
ADI
$150B
$127K 0.08%
470
RBLX icon
102
Roblox
RBLX
$39.9B
$122K 0.07%
1,500
IEFA icon
103
iShares Core MSCI EAFE ETF
IEFA
$169B
$115K 0.07%
1,280
DIS icon
104
Walt Disney
DIS
$176B
$112K 0.07%
982
BAC icon
105
Bank of America
BAC
$338B
$110K 0.07%
2,000
GBTC icon
106
Grayscale Bitcoin Trust
GBTC
$28B
$109K 0.07%
1,600
-400
CRM icon
107
Salesforce
CRM
$184B
$109K 0.07%
411
-99
MUB icon
108
iShares National Muni Bond ETF
MUB
$42.6B
$107K 0.07%
1,000
VTI icon
109
Vanguard Total Stock Market ETF
VTI
$568B
$105K 0.06%
314
VTEB icon
110
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.4B
$101K 0.06%
2,000
WFC icon
111
Wells Fargo
WFC
$232B
$97.9K 0.06%
1,050
ADBE icon
112
Adobe
ADBE
$110B
$97.6K 0.06%
279
-157
RLMD icon
113
Relmada Therapeutics
RLMD
$451M
$96.6K 0.06%
20,000
ETN icon
114
Eaton
ETN
$135B
$95.6K 0.06%
300
TD icon
115
Toronto Dominion Bank
TD
$157B
$94.6K 0.06%
1,004
BIP icon
116
Brookfield Infrastructure Partners
BIP
$17.6B
$93.8K 0.06%
2,700
COP icon
117
ConocoPhillips
COP
$147B
$91.6K 0.06%
978
ACWI icon
118
iShares MSCI ACWI ETF
ACWI
$27.8B
$90.6K 0.06%
640
WM icon
119
Waste Management
WM
$96.2B
$87.9K 0.05%
400
SCHW icon
120
Charles Schwab
SCHW
$160B
$85.3K 0.05%
854
BOND icon
121
PIMCO Active Bond Exchange-Traded Fund
BOND
$7.54B
$85K 0.05%
913
WRB icon
122
W.R. Berkley
WRB
$25.7B
$81.8K 0.05%
1,167
INTC icon
123
Intel
INTC
$226B
$79.9K 0.05%
2,165
-364
PSX icon
124
Phillips 66
PSX
$69.8B
$78.1K 0.05%
605
PFF icon
125
iShares Preferred and Income Securities ETF
PFF
$14B
$77.4K 0.05%
2,500