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
$951M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.29M
3
+$6.83M
4
FVRR icon
Fiverr
FVRR
+$6.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.29M

Top Sells

1
+$4.15M
2
+$2.56M
3
+$1.75M
4
AIA icon
iShares Asia 50 ETF
AIA
+$1.73M
5
BYRN icon
Byrna Technologies
BYRN
+$1.64M

Sector Composition

1 Technology 15.27%
2 Communication Services 9.93%
3 Financials 8.47%
4 Energy 6.54%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.42M 0.25%
7,793
+1,717
77
$2.38M 0.25%
30,491
+998
78
$2.34M 0.25%
12,454
-805
79
$2.33M 0.25%
5,190
-3
80
$2.33M 0.24%
29,042
+3,100
81
$2.27M 0.24%
19,742
82
$2.22M 0.23%
13,492
83
$2.21M 0.23%
74,997
84
$2.11M 0.22%
14,009
+181
85
$2.1M 0.22%
4,945
+292
86
$2.07M 0.22%
+115,915
87
$2M 0.21%
22,066
+9,135
88
$1.91M 0.2%
13,644
+13
89
$1.91M 0.2%
14,348
+944
90
$1.89M 0.2%
44,456
+2,962
91
$1.87M 0.2%
24,135
+4,311
92
$1.81M 0.19%
+30,289
93
$1.8M 0.19%
32,695
+2,170
94
$1.8M 0.19%
7,451
+14
95
$1.76M 0.19%
20,852
+5,344
96
$1.75M 0.18%
22,079
-336
97
$1.72M 0.18%
29,353
+18,128
98
$1.71M 0.18%
32,039
+2,296
99
$1.69M 0.18%
210,289
+30,430
100
$1.68M 0.18%
4,843
+535
2 3
4
5 6