KPW
Kore Private Wealth Portfolio holdings
AUM
$554M
This Quarter Return
-2.68%
1 Year Return
-17.38%
3 Year Return
+35.61%
5 Year Return
–
10 Year Return
–
AUM
$554M
AUM Growth
+$554M
(-15%)
Cap. Flow
-$55.2M
Cap. Flow
% of AUM
-9.97%
Top 10 Holdings %
Top 10 Hldgs %
42.08%
Holding
325
New
16
Increased
91
Reduced
102
Closed
62
Top Buys
| 1 |
Tesla
TSLA
|
$10.8M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$9.66M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$4.26M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.11M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3.46M |
Top Sells
| 1 |
Pinterest
PINS
|
$11.5M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$10.2M |
| 3 |
Vanguard Russell 3000 ETF
VTHR
|
$6.23M |
| 4 |
Twilio
TWLO
|
$6.2M |
| 5 |
iShares Gold Trust
IAU
|
$5.96M |
Sector Composition
| 1 | Technology | 11.46% |
| 2 | Energy | 10.12% |
| 3 | Financials | 6.61% |
| 4 | Consumer Discretionary | 5.53% |
| 5 | Communication Services | 3.79% |
