KPW

Kore Private Wealth Portfolio holdings

AUM $554M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
-17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$951M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.29M
3
+$6.83M
4
FVRR icon
Fiverr
FVRR
+$6.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.29M

Top Sells

1
+$4.15M
2
+$2.56M
3
+$1.75M
4
AIA icon
iShares Asia 50 ETF
AIA
+$1.73M
5
BYRN icon
Byrna Technologies
BYRN
+$1.64M

Sector Composition

1 Technology 15.27%
2 Communication Services 9.93%
3 Financials 8.47%
4 Energy 6.54%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$557K 0.06%
3,061
+59
227
$551K 0.06%
5,353
+461
228
$544K 0.06%
6,928
-448
229
$540K 0.06%
16,409
+4,680
230
$537K 0.06%
4,281
+470
231
$533K 0.06%
4,641
+590
232
$526K 0.06%
10,169
+1,715
233
$526K 0.06%
2,591
+1,308
234
$522K 0.05%
7,164
+692
235
$518K 0.05%
2,264
+205
236
$515K 0.05%
4,576
+231
237
$510K 0.05%
13,416
238
$503K 0.05%
212
+37
239
$498K 0.05%
2,596
+1
240
$495K 0.05%
+23,900
241
$491K 0.05%
3,715
+518
242
$487K 0.05%
9,751
243
$477K 0.05%
1,578
+7
244
$476K 0.05%
1,565
+221
245
$475K 0.05%
19,141
+5,351
246
$468K 0.05%
2,201
+137
247
$468K 0.05%
19,301
248
$468K 0.05%
9,304
249
$465K 0.05%
+8,586
250
$465K 0.05%
2,779
+313
8 9
10
11 12