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
351
$90K 0.02%
5,340
+1,540
352
$90K 0.02%
+620
353
$89K 0.02%
+7,000
354
$89K 0.02%
43
355
$88K 0.02%
2,148
+1,779
356
$87K 0.02%
718
+135
357
$86K 0.02%
624
358
$86K 0.02%
3,087
-5,254
359
$85K 0.02%
2,452
-2
360
$85K 0.02%
4,927
-4,531
361
$85K 0.02%
500
-14
362
$84K 0.02%
6,092
363
$84K 0.02%
969
-316
364
$83K 0.02%
3,731
-1,010
365
$83K 0.02%
463
+6
366
$82K 0.02%
1,000
367
$81K 0.02%
6,000
368
$81K 0.02%
5,133
369
$81K 0.02%
849
370
$81K 0.02%
1,847
+40
371
$78K 0.02%
1,000
372
$78K 0.02%
1,792
-1,308
373
$77K 0.02%
+82,668
374
$77K 0.02%
4,216
375
$76K 0.02%
1,874
+170
13 14
15
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