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
401
$221K 0.02%
+9,926
402
$220K 0.02%
3,783
-46
403
$219K 0.02%
+2,472
404
$219K 0.02%
+15,925
405
$218K 0.02%
+2,133
406
$218K 0.02%
15,417
+4,601
407
$217K 0.02%
12,020
408
$217K 0.02%
3,661
-87
409
$216K 0.02%
1,810
+8
410
$216K 0.02%
+2,758
411
$216K 0.02%
+347
412
$213K 0.02%
1,410
-2
413
$213K 0.02%
1,419
414
$212K 0.02%
1,284
415
$212K 0.02%
6,614
416
$211K 0.02%
8,900
417
$211K 0.02%
+7,404
418
$210K 0.02%
2,995
-237
419
$210K 0.02%
+6,240
420
$209K 0.02%
+2,533
421
$208K 0.02%
+9,756
422
$207K 0.02%
+3,519
423
$206K 0.02%
+2,389
424
$205K 0.02%
3,600
+420
425
$203K 0.02%
170
15 16
17
18 19