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
801
$9K ﹤0.01%
+311
802
$9K ﹤0.01%
60
+36
803
$9K ﹤0.01%
500
804
$9K ﹤0.01%
+850
805
$9K ﹤0.01%
+136
806
$9K ﹤0.01%
1,000
-228
807
$9K ﹤0.01%
853
808
$9K ﹤0.01%
318
809
$9K ﹤0.01%
220
810
$9K ﹤0.01%
142
-34
811
$9K ﹤0.01%
460
812
$9K ﹤0.01%
237
813
$9K ﹤0.01%
438
814
$9K ﹤0.01%
+36
815
$9K ﹤0.01%
+940
816
$9K ﹤0.01%
66
-21
817
$9K ﹤0.01%
+69
818
$9K ﹤0.01%
144
-1
819
$9K ﹤0.01%
+68
820
$8K ﹤0.01%
170
821
$8K ﹤0.01%
107
822
$8K ﹤0.01%
270
-283
823
$8K ﹤0.01%
+30
824
$8K ﹤0.01%
311
825
$8K ﹤0.01%
1,300
31 32
33
34 35