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
$163M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1 +$467K
2 +$116K
3 +$87.2K
4
ISRG icon
Intuitive Surgical
ISRG
+$65.2K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$63.2K

Top Sells

1 +$806K
2 +$468K
3 +$294K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$197K
5
TGTX icon
TG Therapeutics
TGTX
+$194K

Sector Composition

1 Technology 16.1%
2 Communication Services 10.46%
3 Healthcare 6.43%
4 Consumer Discretionary 5.42%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XOM icon
201
Exxon Mobil
XOM
$490B
$8.09K 0.01%
75
+21
MKC icon
202
McCormick & Company Non-Voting
MKC
$17.3B
$7.58K ﹤0.01%
100
ESPR icon
203
Esperion Therapeutics
ESPR
$666M
$7.38K ﹤0.01%
7,500
PANW icon
204
Palo Alto Networks
PANW
$145B
$7.37K ﹤0.01%
36
LQD icon
205
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$7.23K ﹤0.01%
66
AFRM icon
206
Affirm
AFRM
$25.3B
$6.91K ﹤0.01%
100
+45
UHS icon
207
Universal Health Services
UHS
$14.1B
$6.88K ﹤0.01%
+38
ADSK icon
208
Autodesk
ADSK
$62.7B
$6.81K ﹤0.01%
+22
ORLY icon
209
O'Reilly Automotive
ORLY
$82.2B
$6.76K ﹤0.01%
+75
TMUS icon
210
T-Mobile US
TMUS
$229B
$6.67K ﹤0.01%
+28
CB icon
211
Chubb
CB
$113B
$6.66K ﹤0.01%
+23
DOW icon
212
Dow Inc
DOW
$15.6B
$6.62K ﹤0.01%
250
EQNR icon
213
Equinor
EQNR
$59.9B
$6.29K ﹤0.01%
250
BIPC icon
214
Brookfield Infrastructure
BIPC
$5.45B
$6.24K ﹤0.01%
150
HESM icon
215
Hess Midstream
HESM
$4.36B
$6.16K ﹤0.01%
+160
SNPS icon
216
Synopsys
SNPS
$72.8B
$6.15K ﹤0.01%
+12
FUN icon
217
Cedar Fair
FUN
$1.71B
$6.09K ﹤0.01%
200
SAP icon
218
SAP
SAP
$292B
$6.08K ﹤0.01%
20
CBRE icon
219
CBRE Group
CBRE
$44.5B
$5.75K ﹤0.01%
+41
HRB icon
220
H&R Block
HRB
$5.98B
$5.27K ﹤0.01%
+96
IT icon
221
Gartner
IT
$16.5B
$5.25K ﹤0.01%
+13
NTAP icon
222
NetApp
NTAP
$22.4B
$5.11K ﹤0.01%
+48
DRI icon
223
Darden Restaurants
DRI
$20.1B
$5.01K ﹤0.01%
+23
DKNG icon
224
DraftKings
DKNG
$15.6B
$4.93K ﹤0.01%
115
DJT icon
225
Trump Media & Technology Group
DJT
$3.78B
$4.87K ﹤0.01%
270