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
376
$76K 0.02%
1,332
377
$76K 0.02%
1,128
378
$76K 0.02%
1,269
+1,149
379
$75K 0.02%
2,914
+70
380
$75K 0.02%
+3,000
381
$75K 0.02%
1,915
-3,586
382
$74K 0.02%
1,089
-10
383
$74K 0.02%
34
+22
384
$74K 0.02%
655
385
$73K 0.01%
1,454
+734
386
$72K 0.01%
1,994
+40
387
$72K 0.01%
638
+103
388
$72K 0.01%
+4,918
389
$71K 0.01%
2,815
390
$71K 0.01%
+3,705
391
$71K 0.01%
482
+342
392
$70K 0.01%
270
+269
393
$70K 0.01%
7,283
+919
394
$70K 0.01%
809
+179
395
$70K 0.01%
2,627
-1,118
396
$69K 0.01%
3,248
397
$69K 0.01%
2,600
+354
398
$69K 0.01%
1,273
399
$69K 0.01%
5,000
400
$69K 0.01%
1,671
-15
14 15
16
17 18