PW

Pandora Wealth Portfolio holdings

AUM $163M
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
XOM icon
201
Exxon Mobil
XOM
$496B
$6.42K ﹤0.01%
+54
PANW icon
202
Palo Alto Networks
PANW
$146B
$6.14K ﹤0.01%
+36
NOW icon
203
ServiceNow
NOW
$194B
$5.57K ﹤0.01%
+7
BIPC icon
204
Brookfield Infrastructure
BIPC
$5.3B
$5.43K ﹤0.01%
+150
RLMD icon
205
Relmada Therapeutics
RLMD
$73.4M
$5.4K ﹤0.01%
+20,000
SAP icon
206
SAP
SAP
$324B
$5.37K ﹤0.01%
+20
CRWD icon
207
CrowdStrike
CRWD
$130B
$5.29K ﹤0.01%
+15
DJT icon
208
Trump Media & Technology Group
DJT
$4.44B
$5.28K ﹤0.01%
+270
LLY icon
209
Eli Lilly
LLY
$736B
$4.96K ﹤0.01%
+6
VTRS icon
210
Viatris
VTRS
$12.1B
$4.4K ﹤0.01%
+505
OKE icon
211
Oneok
OKE
$44.1B
$4.27K ﹤0.01%
+43
UAL icon
212
United Airlines
UAL
$31.3B
$4.14K ﹤0.01%
+60
VCIT icon
213
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.2B
$4.09K ﹤0.01%
+50
HRI icon
214
Herc Holdings
HRI
$4.24B
$3.89K ﹤0.01%
+29
DKNG icon
215
DraftKings
DKNG
$17.3B
$3.82K ﹤0.01%
+115
ITOT icon
216
iShares Core S&P Total US Stock Market ETF
ITOT
$78.6B
$3.78K ﹤0.01%
+31
BSX icon
217
Boston Scientific
BSX
$153B
$3.53K ﹤0.01%
+35
SHOP icon
218
Shopify
SHOP
$217B
$3.34K ﹤0.01%
+35
CDP icon
219
COPT Defense Properties
CDP
$3.2B
$3.19K ﹤0.01%
+117
ESGU icon
220
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
$3.17K ﹤0.01%
+26
KD icon
221
Kyndryl
KD
$6.58B
$3.14K ﹤0.01%
+100
ETHE
222
Grayscale Ethereum Trust ETF
ETHE
$4.39B
$3.04K ﹤0.01%
+200
GEHC icon
223
GE HealthCare
GEHC
$35B
$2.83K ﹤0.01%
+35
OMER icon
224
Omeros
OMER
$523M
$2.71K ﹤0.01%
+330
AFRM icon
225
Affirm
AFRM
$25B
$2.48K ﹤0.01%
+55