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
601
$26K 0.01%
842
602
$26K 0.01%
523
+16
603
$26K 0.01%
806
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604
$26K 0.01%
612
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605
$25K 0.01%
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606
$25K 0.01%
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607
$25K 0.01%
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608
$25K 0.01%
730
609
$25K 0.01%
741
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610
$25K 0.01%
239
-16
611
$25K 0.01%
704
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612
$25K 0.01%
1,486
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613
$25K 0.01%
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614
$25K 0.01%
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615
$24K ﹤0.01%
+1,000
616
$24K ﹤0.01%
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617
$24K ﹤0.01%
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$24K ﹤0.01%
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619
$24K ﹤0.01%
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620
$23K ﹤0.01%
239
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$23K ﹤0.01%
2,040
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622
$23K ﹤0.01%
861
623
$23K ﹤0.01%
479
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624
$23K ﹤0.01%
1,225
625
$23K ﹤0.01%
142
23 24
25
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