PW

Pandora Wealth Portfolio holdings

AUM $165M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$467K
2 +$116K
3 +$87.2K
4
ISRG icon
Intuitive Surgical
ISRG
+$65.2K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$63.2K

Top Sells

1 +$806K
2 +$468K
3 +$294K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$197K
5
TGTX icon
TG Therapeutics
TGTX
+$194K

Sector Composition

1 Technology 16.09%
2 Communication Services 10.46%
3 Healthcare 6.43%
4 Consumer Discretionary 5.42%
5 Financials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HOOD icon
126
Robinhood
HOOD
$96.2B
$74.9K 0.05%
800
TD icon
127
Toronto Dominion Bank
TD
$159B
$73.7K 0.05%
1,004
JNJ icon
128
Johnson & Johnson
JNJ
$534B
$72.7K 0.04%
476
+86
PSX icon
129
Phillips 66
PSX
$56.6B
$72.2K 0.04%
605
VZ icon
130
Verizon
VZ
$167B
$66K 0.04%
1,525
ISRG icon
131
Intuitive Surgical
ISRG
$187B
$65.2K 0.04%
+120
MO icon
132
Altria Group
MO
$106B
$64.3K 0.04%
1,096
EBAY icon
133
eBay
EBAY
$42.7B
$64K 0.04%
860
+84
VB icon
134
Vanguard Small-Cap ETF
VB
$73.3B
$62.1K 0.04%
262
EME icon
135
Emcor
EME
$31.6B
$61K 0.04%
114
+14
MCD icon
136
McDonald's
MCD
$223B
$60.8K 0.04%
208
KMI icon
137
Kinder Morgan
KMI
$65.3B
$58.8K 0.04%
2,000
NEE icon
138
NextEra Energy
NEE
$178B
$58.3K 0.04%
840
INTC icon
139
Intel
INTC
$212B
$56.6K 0.03%
2,529
KO icon
140
Coca-Cola
KO
$312B
$56K 0.03%
791
-8
SCHD icon
141
Schwab US Dividend Equity ETF
SCHD
$76.6B
$55.6K 0.03%
2,100
F icon
142
Ford
F
$53.6B
$54.3K 0.03%
5,000
TRV icon
143
Travelers Companies
TRV
$61.3B
$53.5K 0.03%
200
VEU icon
144
Vanguard FTSE All-World ex-US ETF
VEU
$57.2B
$53.4K 0.03%
795
RRR icon
145
Red Rock Resorts
RRR
$3.69B
$52K 0.03%
1,000
KMB icon
146
Kimberly-Clark
KMB
$33.6B
$51.6K 0.03%
400
MITK icon
147
Mitek Systems
MITK
$482M
$49.5K 0.03%
5,000
PM icon
148
Philip Morris
PM
$274B
$48.4K 0.03%
266
SPLV icon
149
Invesco S&P 500 Low Volatility ETF
SPLV
$7.43B
$47.3K 0.03%
649
CBOE icon
150
Cboe Global Markets
CBOE
$28.3B
$46.6K 0.03%
200