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
$163M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$428K
2
+$107K
3
+$83.2K
4
ISRG icon
Intuitive Surgical
ISRG
+$62.7K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$58.7K

Top Sells

1
+$806K
2
+$460K
3
+$298K
4
TGTX icon
TG Therapeutics
TGTX
+$201K
5
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$187K

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
126
$74.9K 0.05%
800
127
$73.7K 0.05%
1,004
128
$72.7K 0.04%
476
+86
129
$72.2K 0.04%
605
130
$66K 0.04%
1,525
131
$65.2K 0.04%
+120
132
$64.3K 0.04%
1,096
133
$64K 0.04%
860
+84
134
$62.1K 0.04%
262
135
$61K 0.04%
114
+14
136
$60.8K 0.04%
208
137
$58.8K 0.04%
2,000
138
$58.3K 0.04%
840
139
$56.6K 0.03%
2,529
140
$56K 0.03%
791
-8
141
$55.6K 0.03%
2,100
142
$54.3K 0.03%
5,000
143
$53.5K 0.03%
200
144
$53.4K 0.03%
795
145
$52K 0.03%
1,000
146
$51.6K 0.03%
400
147
$49.5K 0.03%
5,000
148
$48.4K 0.03%
266
149
$47.3K 0.03%
649
150
$46.6K 0.03%
200
4 5
6
7 8