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
851
$7K ﹤0.01%
384
852
$7K ﹤0.01%
61
853
$7K ﹤0.01%
401
854
$7K ﹤0.01%
119
855
$7K ﹤0.01%
+96
856
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148
857
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858
$7K ﹤0.01%
8
+7
859
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$7K ﹤0.01%
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861
$7K ﹤0.01%
89
-17
862
$7K ﹤0.01%
3,307
-2,515
863
$7K ﹤0.01%
+120
864
$7K ﹤0.01%
81
865
$7K ﹤0.01%
+858
866
$7K ﹤0.01%
47
867
$7K ﹤0.01%
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$6K ﹤0.01%
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869
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870
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51
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$6K ﹤0.01%
204
872
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83
-12
873
$6K ﹤0.01%
+38
874
$6K ﹤0.01%
+63
875
$6K ﹤0.01%
+84
33 34
35
36 37