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KPW

Kore Private Wealth Portfolio holdings

AUM $554M
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$11.3M
3
+$4.67M
4
UPST icon
Upstart Holdings
UPST
+$4.37M
5
PTON icon
Peloton Interactive
PTON
+$4.05M

Top Sells

1
+$9.05M
2
+$6.83M
3
+$6.19M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.72M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.36M

Sector Composition

1 Technology 14.16%
2 Communication Services 10.58%
3 Financials 8.47%
4 Energy 7.01%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$52K 0.01%
6,185
+4,903
302
$36K ﹤0.01%
10,000
-220
303
– –
0
304
$17K ﹤0.01%
39,275
305
$6K ﹤0.01%
559
306
– –
-16,637
307
– –
-1,568
308
– –
-1,340
309
– –
-14,007
310
– –
-1,406
311
– –
-3,783
312
– –
-944
313
– –
-2,963
314
– –
-3,147
315
– –
-2,417
316
– –
-314
317
– –
-10,026
318
– –
-10,000
319
– –
-2,101
320
– –
-6,443
321
– –
-25,196
322
– –
-22,066
323
– –
-5,872
324
– –
-4,667
325
– –
-858
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