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
901
$5K ﹤0.01%
281
-2,209
902
$5K ﹤0.01%
1,056
903
$5K ﹤0.01%
209
904
$5K ﹤0.01%
578
905
$5K ﹤0.01%
+57
906
$5K ﹤0.01%
588
907
$5K ﹤0.01%
+102
908
$5K ﹤0.01%
543
909
$5K ﹤0.01%
190
+50
910
$5K ﹤0.01%
1,424
911
$5K ﹤0.01%
33
-159
912
$5K ﹤0.01%
+65
913
$5K ﹤0.01%
+98
914
$5K ﹤0.01%
+488
915
$5K ﹤0.01%
+56
916
$5K ﹤0.01%
+107
917
$5K ﹤0.01%
142
-1,015
918
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200
919
$5K ﹤0.01%
286
920
$5K ﹤0.01%
30
-1
921
$5K ﹤0.01%
+29
922
$5K ﹤0.01%
+126
923
$5K ﹤0.01%
100
924
$5K ﹤0.01%
+71
925
$5K ﹤0.01%
218
35 36
37
38 39