PW

Pandora Wealth Portfolio holdings

AUM $165M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1 +$2.69M
2 +$56.1K
3 +$49.5K
4
NOW icon
ServiceNow
NOW
+$35K
5
FANG icon
Diamondback Energy
FANG
+$34.8K

Top Sells

1 +$5.09M
2 +$2.9M
3 +$404K
4
NVDA icon
NVIDIA
NVDA
+$342K
5
JPM icon
JPMorgan Chase
JPM
+$178K

Sector Composition

1 Technology 17.85%
2 Communication Services 10.6%
3 Healthcare 6.58%
4 Consumer Discretionary 5.36%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JHX icon
201
James Hardie Industries
JHX
$14.1B
$3.44K ﹤0.01%
+179
BSX icon
202
Boston Scientific
BSX
$139B
$3.42K ﹤0.01%
35
HRI icon
203
Herc Holdings
HRI
$5.25B
$3.38K ﹤0.01%
29
VCIT icon
204
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.7B
$3.36K ﹤0.01%
40
-10
OKE icon
205
Oneok
OKE
$48.8B
$3.14K ﹤0.01%
43
C icon
206
Citigroup
C
$201B
$3.04K ﹤0.01%
30
KD icon
207
Kyndryl
KD
$5.59B
$3K ﹤0.01%
100
VTRS icon
208
Viatris
VTRS
$15.2B
$2.95K ﹤0.01%
298
-207
ANET icon
209
Arista Networks
ANET
$181B
$2.91K ﹤0.01%
20
GEHC icon
210
GE HealthCare
GEHC
$36.6B
$2.63K ﹤0.01%
35
ICSH icon
211
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.82B
$2.18K ﹤0.01%
43
CELH icon
212
Celsius Holdings
CELH
$14.1B
$1.5K ﹤0.01%
26
OMER icon
213
Omeros
OMER
$817M
$1.35K ﹤0.01%
330
SPAB icon
214
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.09B
$1.29K ﹤0.01%
50
REZI icon
215
Resideo Technologies
REZI
$5.28B
$1.08K ﹤0.01%
25
NUMG icon
216
Nuveen ESG Mid-Cap Growth ETF
NUMG
$401M
$974 ﹤0.01%
20
AUPH icon
217
Aurinia Pharmaceuticals
AUPH
$1.94B
$829 ﹤0.01%
75
APTV icon
218
Aptiv
APTV
$16.6B
$604 ﹤0.01%
7
-40
WBD icon
219
Warner Bros
WBD
$70B
$469 ﹤0.01%
24
EMBC icon
220
Embecta
EMBC
$636M
$339 ﹤0.01%
24
XYZ
221
Block Inc
XYZ
$40B
$289 ﹤0.01%
4
-10
BSV icon
222
Vanguard Short-Term Bond ETF
BSV
$42.5B
$237 ﹤0.01%
3
BNDX icon
223
Vanguard Total International Bond ETF
BNDX
$74.7B
$99 ﹤0.01%
2
EMB icon
224
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.7B
$95 ﹤0.01%
1
AMC icon
225
AMC Entertainment Holdings
AMC
$764M
$73 ﹤0.01%
25