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
376
$245K 0.03%
+2,101
377
$244K 0.03%
+5,757
378
$244K 0.03%
3,850
+64
379
$243K 0.03%
1,340
+286
380
$242K 0.03%
2,403
-25
381
$241K 0.03%
3,202
+18
382
$240K 0.03%
+4,845
383
$239K 0.03%
6,497
384
$238K 0.03%
1,737
+207
385
$237K 0.02%
3,881
+1
386
$236K 0.02%
1,224
+117
387
$235K 0.02%
+3,238
388
$235K 0.02%
4,667
+839
389
$233K 0.02%
1,187
-11
390
$232K 0.02%
+14,136
391
$232K 0.02%
+1,474
392
$232K 0.02%
1,092
+58
393
$227K 0.02%
858
+1
394
$227K 0.02%
+7,267
395
$226K 0.02%
+3,740
396
$226K 0.02%
16,955
-5
397
$224K 0.02%
5,195
+69
398
$223K 0.02%
+6,927
399
$223K 0.02%
3,408
+2
400
$222K 0.02%
+1,779
14 15
16
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