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
176
$15K 0.01%
500
177
$14.6K 0.01%
3,330
178
$14.5K 0.01%
15,000
179
$14K 0.01%
81
+37
180
$13.9K 0.01%
+21
181
$13.8K 0.01%
26
182
$13.7K 0.01%
+219
183
$13.4K 0.01%
376
184
$13.4K 0.01%
280
-40
185
$13.3K 0.01%
101
186
$13.1K 0.01%
180
187
$13K 0.01%
28
188
$12.7K 0.01%
75
189
$12K 0.01%
20,000
190
$12K 0.01%
700
191
$11.6K 0.01%
200
192
$9.84K 0.01%
+200
193
$9.65K 0.01%
234
194
$9.46K 0.01%
174
195
$9.2K 0.01%
+100
196
$9.19K 0.01%
+87
197
$9.05K 0.01%
200
198
$8.95K 0.01%
+31
199
$8.24K 0.01%
+28
200
$8.21K 0.01%
+30
6 7
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