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
526
$36K 0.01%
67
-3
527
$36K 0.01%
1,140
-260
528
$36K 0.01%
428
-18
529
$36K 0.01%
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530
$36K 0.01%
191
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531
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532
$35K 0.01%
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533
$35K 0.01%
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534
$35K 0.01%
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535
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536
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537
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538
$35K 0.01%
288
539
$35K 0.01%
3,235
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540
$34K 0.01%
1,282
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541
$34K 0.01%
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+1,473
548
$33K 0.01%
1,315
-207
549
$33K 0.01%
1,206
550
$33K 0.01%
661
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20 21
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