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
576
$30K 0.01%
498
+373
577
$29K 0.01%
+1,000
578
$29K 0.01%
383
-142
579
$29K 0.01%
76
+2
580
$29K 0.01%
1,221
+943
581
$29K 0.01%
+749
582
$29K 0.01%
1,822
+222
583
$29K 0.01%
3,315
-4,985
584
$28K 0.01%
+441
585
$28K 0.01%
408
+386
586
$28K 0.01%
+253
587
$28K 0.01%
+2,000
588
$27K 0.01%
+902
589
$27K 0.01%
291
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590
$27K 0.01%
600
591
$27K 0.01%
148
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592
$27K 0.01%
+1,259
593
$27K 0.01%
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594
$26K 0.01%
945
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595
$26K 0.01%
2,590
596
$26K 0.01%
+302
597
$26K 0.01%
422
-744
598
$26K 0.01%
475
+281
599
$26K 0.01%
270
+168
600
$26K 0.01%
129
+63
22 23
24
25 26