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
176
$16.7K 0.01%
+98
177
$16.2K 0.01%
+107
178
$15.8K 0.01%
+30
179
$15.7K 0.01%
+250
180
$15.1K 0.01%
+101
181
$14.7K 0.01%
+376
182
$14.2K 0.01%
+2,166
183
$14.1K 0.01%
+200
184
$13.1K 0.01%
+3,330
185
$12.5K 0.01%
+28
186
$11.7K 0.01%
+320
187
$11.4K 0.01%
+180
188
$10.8K 0.01%
+7,500
189
$10.6K 0.01%
+75
190
$9.72K 0.01%
+44
191
$8.93K 0.01%
+400
192
$8.73K 0.01%
+250
193
$8.51K 0.01%
+174
194
$8.44K 0.01%
+200
195
$8.23K 0.01%
+100
196
$8.18K 0.01%
+234
197
$7.94K 0.01%
+26
198
$7.17K ﹤0.01%
+66
199
$7.13K ﹤0.01%
+200
200
$6.61K ﹤0.01%
+250
6 7
8
9 10