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
401
$69K 0.01%
5,380
402
$68K 0.01%
+1,672
403
$68K 0.01%
689
-195
404
$66K 0.01%
765
+29
405
$66K 0.01%
1,095
406
$66K 0.01%
5,107
407
$66K 0.01%
5,570
-338
408
$66K 0.01%
917
-192
409
$65K 0.01%
10,773
410
$64K 0.01%
1,200
411
$64K 0.01%
1,868
+1,299
412
$64K 0.01%
5,000
413
$64K 0.01%
104
+42
414
$64K 0.01%
3,608
415
$63K 0.01%
296
-9
416
$63K 0.01%
1,000
417
$62K 0.01%
975
418
$62K 0.01%
3,834
-838
419
$62K 0.01%
2,342
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420
$62K 0.01%
834
-50
421
$60K 0.01%
+1,350
422
$60K 0.01%
1,156
423
$60K 0.01%
1,107
+72
424
$60K 0.01%
1,764
425
$60K 0.01%
375
15 16
17
18 19