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
151
$41.3K 0.03%
+5,000
152
$40.4K 0.03%
+60
153
$39.5K 0.03%
+822
154
$37.8K 0.02%
+1,000
155
$37.1K 0.02%
+700
156
$37K 0.02%
+100
157
$34.5K 0.02%
+681
158
$33.6K 0.02%
+1,000
159
$33.5K 0.02%
+300
160
$33.3K 0.02%
+800
161
$32.6K 0.02%
+154
162
$32.1K 0.02%
+200
163
$32K 0.02%
+774
164
$30.9K 0.02%
+500
165
$30K 0.02%
+500
166
$21.2K 0.01%
+106
167
$20.4K 0.01%
+80
168
$19.5K 0.01%
+200
169
$19K 0.01%
+500
170
$18.8K 0.01%
+15,000
171
$18.7K 0.01%
+500
172
$18.7K 0.01%
+598
173
$17.2K 0.01%
+1,200
174
$16.9K 0.01%
+500
175
$16.9K 0.01%
+67
5 6
7
8 9