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
276
$396K 0.04%
3,191
+185
277
$394K 0.04%
1,605
-91
278
$393K 0.04%
10,521
279
$391K 0.04%
1,966
280
$390K 0.04%
5,283
-57
281
$388K 0.04%
6,945
282
$388K 0.04%
24,535
283
$387K 0.04%
1,385
+58
284
$375K 0.04%
1,716
-18,992
285
$374K 0.04%
+14,100
286
$373K 0.04%
561
+163
287
$373K 0.04%
2,237
+101
288
$372K 0.04%
3,538
+694
289
$371K 0.04%
2,716
+284
290
$369K 0.04%
16,695
+2,295
291
$366K 0.04%
5,997
+37
292
$363K 0.04%
5,407
293
$362K 0.04%
61,932
294
$361K 0.04%
2,463
-14
295
$355K 0.04%
7,193
296
$353K 0.04%
10,854
-268
297
$352K 0.04%
1,284
-7
298
$345K 0.04%
1,999
-165
299
$344K 0.04%
2,576
+454
300
$343K 0.04%
+1,979
10 11
12
13 14