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
201
$8.09K 0.01%
75
+21
202
$7.58K ﹤0.01%
100
203
$7.38K ﹤0.01%
7,500
204
$7.37K ﹤0.01%
36
205
$7.23K ﹤0.01%
66
206
$6.91K ﹤0.01%
100
+45
207
$6.88K ﹤0.01%
+38
208
$6.81K ﹤0.01%
+22
209
$6.76K ﹤0.01%
+75
210
$6.67K ﹤0.01%
+28
211
$6.66K ﹤0.01%
+23
212
$6.62K ﹤0.01%
250
213
$6.29K ﹤0.01%
250
214
$6.24K ﹤0.01%
150
215
$6.16K ﹤0.01%
+160
216
$6.15K ﹤0.01%
+12
217
$6.09K ﹤0.01%
200
218
$6.08K ﹤0.01%
20
219
$5.75K ﹤0.01%
+41
220
$5.27K ﹤0.01%
+96
221
$5.25K ﹤0.01%
+13
222
$5.11K ﹤0.01%
+48
223
$5.01K ﹤0.01%
+23
224
$4.93K ﹤0.01%
115
225
$4.87K ﹤0.01%
270
7 8
9
10 11