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
776
$11K ﹤0.01%
1,050
777
$11K ﹤0.01%
2,000
778
$10K ﹤0.01%
513
+486
779
$10K ﹤0.01%
1,000
780
$10K ﹤0.01%
54
+5
781
$10K ﹤0.01%
293
+151
782
$10K ﹤0.01%
+181
783
$10K ﹤0.01%
306
784
$10K ﹤0.01%
209
-241
785
$10K ﹤0.01%
400
+160
786
$10K ﹤0.01%
196
787
$10K ﹤0.01%
43
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788
$10K ﹤0.01%
+112
789
$10K ﹤0.01%
+71
790
$10K ﹤0.01%
150
+56
791
$10K ﹤0.01%
150
792
$10K ﹤0.01%
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793
$10K ﹤0.01%
167
-83
794
$10K ﹤0.01%
174
795
$10K ﹤0.01%
328
796
$10K ﹤0.01%
277
+225
797
$9K ﹤0.01%
228
+28
798
$9K ﹤0.01%
145
+41
799
$9K ﹤0.01%
627
-150
800
$9K ﹤0.01%
172
30 31
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