PW
Pandora Wealth Portfolio holdings
AUM
$163M
This Quarter Return
+10.51%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$10.6M
(+7%)
Cap. Flow
-$2.26M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
55.45%
Holding
309
New
44
Increased
39
Reduced
42
Closed
11
Top Buys
| 1 |
ServiceNow
NOW
|
+$467K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$116K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$87.2K |
| 4 |
Intuitive Surgical
ISRG
|
+$65.2K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$63.2K |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$806K |
| 2 |
Apple
AAPL
|
+$468K |
| 3 |
Aptus Enhanced Yield ETF
JUCY
|
+$294K |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$197K |
| 5 |
TG Therapeutics
TGTX
|
+$194K |
Sector Composition
| 1 | Technology | 16.1% |
| 2 | Communication Services | 10.46% |
| 3 | Healthcare | 6.43% |
| 4 | Consumer Discretionary | 5.42% |
| 5 | Financials | 4.28% |
