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
926
$5K ﹤0.01%
153
-304
927
$5K ﹤0.01%
456
928
$5K ﹤0.01%
+81
929
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142
930
$5K ﹤0.01%
157
931
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48
+42
932
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371
933
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934
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50
-10
935
$4K ﹤0.01%
+18
936
$4K ﹤0.01%
+538
937
$4K ﹤0.01%
568
938
$4K ﹤0.01%
335
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939
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196
+36
940
$4K ﹤0.01%
4
-38
941
$4K ﹤0.01%
+74
942
$4K ﹤0.01%
200
-1
943
$4K ﹤0.01%
61
+23
944
$4K ﹤0.01%
436
945
$4K ﹤0.01%
57
+16
946
$4K ﹤0.01%
92
+73
947
$4K ﹤0.01%
+32
948
$4K ﹤0.01%
230
+199
949
$4K ﹤0.01%
+55
950
$4K ﹤0.01%
90
36 37
38
39 40