We are live on ! Find out more
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
$951M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.9M
3
+$7.24M
4
AKRO
Akero Therapeutics
AKRO
+$6.91M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.46M

Top Sells

1
+$4.21M
2
+$2.63M
3
+$1.84M
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
476
– –
-8,724
477
– –
-606
478
– –
-16,868
479
– –
-20,285
480
– –
-8,301
481
– –
-1,332
482
– –
-25,635
483
– –
-24,500
484
– –
-5,400
485
– –
-7,069
486
– –
-10,811
487
– –
-150
16 17 18 19
20