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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
451
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-9,756
452
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-1,419
453
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-18,325
454
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-23,635
455
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-6,497
456
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-1,284
457
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-7,164
458
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-3,284
459
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-3,661
460
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-6,240
461
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-2,120
462
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463
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-4,845
464
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-24,613
465
– –
-16,695
466
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-14,136
467
– –
-35,731
468
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-7,194
469
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-5,239
470
– –
-5,164
471
– –
-6,097
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