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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
$165M
AUM Growth
-$668K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$263K
2
+$243K
3
+$240K
4
DKNG icon
DraftKings
DKNG
+$234K
5
IONQ icon
IonQ
IONQ
+$208K

Top Sells

1
+$465K
2
+$373K
3
+$308K
4
V icon
Visa
V
+$272K
5
JPM icon
JPMorgan Chase
JPM
+$249K

Sector Composition

1 Technology 18.12%
2 Communication Services 10.35%
3 Healthcare 6.48%
4 Consumer Discretionary 5.6%
5 Financials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTVA icon
176
Corteva
CTVA
$50.1B
$16.8K 0.01%
250
TU icon
177
Telus
TU
$18.6B
$15.8K 0.01%
1,200
SRPT icon
178
Sarepta Therapeutics
SRPT
$1.58B
$15.1K 0.01%
700
PEP icon
179
PepsiCo
PEP
$196B
$14.5K 0.01%
101
USA icon
180
Liberty All-Star Equity Fund
USA
$1.74B
$14.3K 0.01%
2,274
PG icon
181
Procter & Gamble
PG
$345B
$14K 0.01%
98
SCZ icon
182
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.5B
$14K 0.01%
180
HBAN icon
183
Huntington Bancshares
HBAN
$34.9B
$13.9K 0.01%
800
JPST icon
184
JPMorgan Ultra-Short Income ETF
JPST
$38.8B
$11.9K 0.01%
235
-403
USB icon
185
US Bancorp
USB
$89.8B
$10.7K 0.01%
200
Q
186
Qnity Electronics Inc
Q
$31.2B
$10.2K 0.01%
+125
DD icon
187
DuPont de Nemours
DD
$19B
$10.1K 0.01%
250
-348
IWR icon
188
iShares Russell Mid-Cap ETF
IWR
$55.1B
$9.63K 0.01%
100
LYB icon
189
LyondellBasell Industries
LYB
$20.5B
$8.66K 0.01%
200
FEMY icon
190
Femasys
FEMY
$14.4M
$8.64K 0.01%
15,000
LQD icon
191
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.6B
$7.27K ﹤0.01%
66
MKC icon
192
McCormick & Company Non-Voting
MKC
$13.2B
$6.81K ﹤0.01%
100
BIPC icon
193
Brookfield Infrastructure
BIPC
$4.98B
$6.81K ﹤0.01%
150
LLY icon
194
Eli Lilly
LLY
$1.04T
$6.45K ﹤0.01%
6
EQNR icon
195
Equinor
EQNR
$91.5B
$5.91K ﹤0.01%
250
DOW icon
196
Dow Inc
DOW
$24.2B
$5.84K ﹤0.01%
250
OMER icon
197
Omeros
OMER
$737M
$5.67K ﹤0.01%
330
SAP icon
198
SAP
SAP
$191B
$4.86K ﹤0.01%
20
HRI icon
199
Herc Holdings
HRI
$4.76B
$4.3K ﹤0.01%
29
ESGU icon
200
iShares ESG Aware MSCI USA ETF
ESGU
$17.2B
$3.87K ﹤0.01%
26
6 7
8
9 10