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
$490M
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,338
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$5.11M
3
+$4.52M
4
PINS icon
Pinterest
PINS
+$4.1M
5
UBER icon
Uber
UBER
+$3.23M

Top Sells

1
+$13.8M
2
+$7.37M
3
+$4.18M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.36M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.49M

Sector Composition

1 Technology 15.05%
2 Energy 10.08%
3 Communication Services 6.31%
4 Consumer Discretionary 5.87%
5 Financials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$180K 0.04%
966
-356
252
$180K 0.04%
1,154
-34
253
$176K 0.04%
1,979
-197
254
$175K 0.04%
2,854
-35
255
$173K 0.04%
2,484
+11
256
$173K 0.04%
1,287
-225
257
$169K 0.03%
23,319
258
$168K 0.03%
2,961
+125
259
$167K 0.03%
1,119
-217
260
$165K 0.03%
5,218
-472
261
$165K 0.03%
+2,904
262
$164K 0.03%
4,827
+24
263
$164K 0.03%
6,326
+69
264
$164K 0.03%
568
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265
$163K 0.03%
1,449
-254
266
$161K 0.03%
1,672
+295
267
$159K 0.03%
3,400
268
$158K 0.03%
6,500
269
$156K 0.03%
1,084
-130
270
$155K 0.03%
8,051
+4,508
271
$154K 0.03%
1,285
-24
272
$153K 0.03%
20,237
273
$153K 0.03%
+20,000
274
$152K 0.03%
2,485
275
$149K 0.03%
695
-1,524
9 10
11
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