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
201
$6.42K ﹤0.01%
+54
202
$6.14K ﹤0.01%
+36
203
$5.57K ﹤0.01%
+7
204
$5.43K ﹤0.01%
+150
205
$5.4K ﹤0.01%
+20,000
206
$5.37K ﹤0.01%
+20
207
$5.29K ﹤0.01%
+15
208
$5.28K ﹤0.01%
+270
209
$4.96K ﹤0.01%
+6
210
$4.4K ﹤0.01%
+505
211
$4.27K ﹤0.01%
+43
212
$4.14K ﹤0.01%
+60
213
$4.09K ﹤0.01%
+50
214
$3.89K ﹤0.01%
+29
215
$3.82K ﹤0.01%
+115
216
$3.78K ﹤0.01%
+31
217
$3.53K ﹤0.01%
+35
218
$3.34K ﹤0.01%
+35
219
$3.19K ﹤0.01%
+117
220
$3.17K ﹤0.01%
+26
221
$3.14K ﹤0.01%
+100
222
$3.04K ﹤0.01%
+200
223
$2.83K ﹤0.01%
+35
224
$2.71K ﹤0.01%
+330
225
$2.48K ﹤0.01%
+55
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