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
701
$15K ﹤0.01%
480
702
$15K ﹤0.01%
716
-1,074
703
$15K ﹤0.01%
1,000
704
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347
705
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666
-512
706
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978
+2
707
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+293
708
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234
709
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184
+11
710
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401
+221
711
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+147
712
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531
+499
713
$15K ﹤0.01%
548
714
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47
-48
715
$14K ﹤0.01%
+250
716
$14K ﹤0.01%
83
717
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718
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199
+111
719
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211
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720
$14K ﹤0.01%
126
+66
721
$14K ﹤0.01%
+163
722
$14K ﹤0.01%
428
-550
723
$14K ﹤0.01%
129
+61
724
$14K ﹤0.01%
128
725
$14K ﹤0.01%
+9,905
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