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
276
$148K 0.03%
1,384
-254
277
$148K 0.03%
1,411
+364
278
$147K 0.03%
409
-5
279
$145K 0.03%
1,225
-2,490
280
$143K 0.03%
4,811
-397
281
$140K 0.03%
1,435
+231
282
$140K 0.03%
30,000
283
$139K 0.03%
2,885
-1
284
$138K 0.03%
2,010
+15
285
$137K 0.03%
2,282
286
$137K 0.03%
2,078
287
$135K 0.03%
975
+8
288
$135K 0.03%
17,281
289
$135K 0.03%
3,239
-6
290
$135K 0.03%
4,672
291
$134K 0.03%
827
+38
292
$133K 0.03%
3,760
293
$131K 0.03%
787
+87
294
$131K 0.03%
3,091
-28
295
$131K 0.03%
2,468
+1,858
296
$130K 0.03%
7,102
+5,200
297
$129K 0.03%
+5,809
298
$129K 0.03%
3,335
299
$129K 0.03%
966
-216
300
$127K 0.03%
5,355
+1,950
10 11
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