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
751
$12K ﹤0.01%
98
+6
752
$12K ﹤0.01%
85
753
$12K ﹤0.01%
326
754
$12K ﹤0.01%
313
755
$12K ﹤0.01%
144
+84
756
$12K ﹤0.01%
984
757
$12K ﹤0.01%
832
-11,378
758
$12K ﹤0.01%
+113
759
$12K ﹤0.01%
230
760
$12K ﹤0.01%
598
761
$12K ﹤0.01%
152
762
$12K ﹤0.01%
500
763
$11K ﹤0.01%
+102
764
$11K ﹤0.01%
93
765
$11K ﹤0.01%
+61
766
$11K ﹤0.01%
304
+3
767
$11K ﹤0.01%
101
-48
768
$11K ﹤0.01%
+92
769
$11K ﹤0.01%
500
770
$11K ﹤0.01%
906
771
$11K ﹤0.01%
+351
772
$11K ﹤0.01%
531
+444
773
$11K ﹤0.01%
205
-70
774
$11K ﹤0.01%
250
-3,571
775
$11K ﹤0.01%
245
29 30
31
32 33