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
826
$8K ﹤0.01%
225
827
$8K ﹤0.01%
+187
828
$8K ﹤0.01%
389
829
$8K ﹤0.01%
2,000
830
$8K ﹤0.01%
+105
831
$8K ﹤0.01%
+93
832
$8K ﹤0.01%
66
833
$8K ﹤0.01%
260
834
$8K ﹤0.01%
182
-1
835
$8K ﹤0.01%
144
836
$8K ﹤0.01%
500
837
$8K ﹤0.01%
209
+139
838
$8K ﹤0.01%
+999
839
$8K ﹤0.01%
291
+41
840
$8K ﹤0.01%
214
+56
841
$8K ﹤0.01%
+338
842
$8K ﹤0.01%
+98
843
$8K ﹤0.01%
476
+429
844
$8K ﹤0.01%
2,200
845
$8K ﹤0.01%
238
+236
846
$8K ﹤0.01%
+167
847
$7K ﹤0.01%
400
848
$7K ﹤0.01%
+172
849
$7K ﹤0.01%
10
+2
850
$7K ﹤0.01%
60
+46
32 33
34
35 36