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
126
$72K 0.05%
+4,800
127
$69.2K 0.05%
+1,525
128
$66.9K 0.04%
+854
129
$65.8K 0.04%
+1,096
130
$65K 0.04%
+208
131
$64.7K 0.04%
+390
132
$60.2K 0.04%
+1,004
133
$59.5K 0.04%
+840
134
$58.7K 0.04%
+2,100
135
$58.1K 0.04%
+262
136
$57.4K 0.04%
+2,529
137
$57.2K 0.04%
+799
138
$57.1K 0.04%
+2,000
139
$56.9K 0.04%
+400
140
$53.4K 0.04%
+500
141
$52.9K 0.03%
+200
142
$52.6K 0.03%
+776
143
$50.1K 0.03%
+5,000
144
$48.5K 0.03%
+649
145
$48.4K 0.03%
+1,418
146
$48.2K 0.03%
+795
147
$45.3K 0.03%
+200
148
$44.7K 0.03%
+700
149
$43.4K 0.03%
+1,000
150
$42.2K 0.03%
+266
4 5
6
7 8