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KPW

Kore Private Wealth Portfolio holdings

AUM $554M
1-Year Est. Return 17.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$11.3M
3
+$4.67M
4
UPST icon
Upstart Holdings
UPST
+$4.37M
5
PTON icon
Peloton Interactive
PTON
+$4.05M

Top Sells

1
+$9.05M
2
+$6.83M
3
+$6.19M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$5.72M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.36M

Sector Composition

1 Technology 14.16%
2 Communication Services 10.58%
3 Financials 8.47%
4 Energy 7.01%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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-48,829
403
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-34,058
404
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-23,374
405
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-13,022
406
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-16,357
407
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-6,918
408
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-6,979
409
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-1,159
410
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-18,631
411
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-7,267
412
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413
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-8,123
414
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-347
415
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416
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-9,926
417
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418
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-7,637
419
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-1,085
420
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421
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-1,527
422
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-2,946
423
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424
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-2,533
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