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
951
$4K ﹤0.01%
+191
952
$4K ﹤0.01%
+89
953
$4K ﹤0.01%
21
954
$4K ﹤0.01%
+25
955
$4K ﹤0.01%
75
956
$4K ﹤0.01%
76
-2
957
$4K ﹤0.01%
1,677
-13,147
958
$4K ﹤0.01%
201
959
$4K ﹤0.01%
+39
960
$4K ﹤0.01%
50
-29
961
$4K ﹤0.01%
230
962
$4K ﹤0.01%
18
+17
963
$4K ﹤0.01%
74
+3
964
$4K ﹤0.01%
2,229
965
$4K ﹤0.01%
81
966
$4K ﹤0.01%
200
967
$4K ﹤0.01%
9
968
$4K ﹤0.01%
333
969
$4K ﹤0.01%
320
-20
970
$4K ﹤0.01%
22
971
$4K ﹤0.01%
400
972
$4K ﹤0.01%
49
973
$4K ﹤0.01%
+147
974
$3K ﹤0.01%
62
+21
975
$3K ﹤0.01%
+228
37 38
39
40 41