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
426
$59K 0.01%
271
-54
427
$59K 0.01%
4,979
428
$58K 0.01%
1,750
429
$57K 0.01%
36
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430
$57K 0.01%
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-1,188
431
$57K 0.01%
834
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432
$56K 0.01%
411
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433
$56K 0.01%
283
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434
$56K 0.01%
826
435
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436
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437
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438
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291
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$55K 0.01%
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443
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-850
448
$53K 0.01%
528
449
$52K 0.01%
337
-53
450
$52K 0.01%
+450
16 17
18
19 20