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
976
$3K ﹤0.01%
+92
977
$3K ﹤0.01%
125
978
$3K ﹤0.01%
1,463
979
$3K ﹤0.01%
2
980
$3K ﹤0.01%
83
-816
981
$3K ﹤0.01%
41
+11
982
$3K ﹤0.01%
70
-60
983
$3K ﹤0.01%
+52
984
$3K ﹤0.01%
153
985
$3K ﹤0.01%
+53
986
$3K ﹤0.01%
500
987
$3K ﹤0.01%
+65
988
$3K ﹤0.01%
67
-234
989
$3K ﹤0.01%
51
+31
990
$3K ﹤0.01%
66
+46
991
$3K ﹤0.01%
130
-1
992
$3K ﹤0.01%
63
+20
993
$3K ﹤0.01%
+84
994
$3K ﹤0.01%
81
+71
995
$3K ﹤0.01%
+75
996
$3K ﹤0.01%
+28
997
$3K ﹤0.01%
20
-1,016
998
$3K ﹤0.01%
+244
999
$3K ﹤0.01%
316
1000
$3K ﹤0.01%
47
38 39
40
41 42