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
301
$342K 0.04%
459
+137
302
$342K 0.04%
3,785
+585
303
$338K 0.04%
4,971
+755
304
$338K 0.04%
16,000
305
$337K 0.04%
12,619
306
$336K 0.04%
3,364
-362
307
$336K 0.04%
4,114
+1,084
308
$332K 0.03%
1,911
+11
309
$331K 0.03%
5,600
-27
310
$330K 0.03%
2,946
311
$328K 0.03%
+3,863
312
$327K 0.03%
1,689
+197
313
$320K 0.03%
+5,894
314
$319K 0.03%
4,366
-126
315
$318K 0.03%
+9,173
316
$318K 0.03%
10,026
317
$317K 0.03%
2,798
318
$317K 0.03%
4,600
+435
319
$316K 0.03%
1,527
+56
320
$314K 0.03%
4,208
321
$314K 0.03%
1,568
+350
322
$313K 0.03%
6,712
+1,494
323
$313K 0.03%
9,072
+50
324
$312K 0.03%
3,880
+1,096
325
$312K 0.03%
838
-24
11 12
13
14 15