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
351
$273K 0.03%
+1,685
352
$272K 0.03%
6,506
353
$270K 0.03%
2,741
+229
354
$269K 0.03%
8,075
+2,160
355
$267K 0.03%
20,340
356
$266K 0.03%
6,125
+1,057
357
$265K 0.03%
18,631
+6,599
358
$265K 0.03%
+436
359
$265K 0.03%
+3,421
360
$260K 0.03%
1,085
+251
361
$258K 0.03%
4,016
-2
362
$258K 0.03%
4,187
+635
363
$255K 0.03%
1,707
+263
364
$255K 0.03%
6,979
+1,308
365
$255K 0.03%
2,925
366
$252K 0.03%
+882
367
$252K 0.03%
+2,321
368
$252K 0.03%
12,261
-13,974
369
$251K 0.03%
+3,147
370
$249K 0.03%
+1,670
371
$248K 0.03%
+6,143
372
$248K 0.03%
1,406
373
$247K 0.03%
7,812
374
$247K 0.03%
944
-3
375
$245K 0.03%
1,496
+48
13 14
15
16 17