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
1001
$3K ﹤0.01%
75
-415
1002
$3K ﹤0.01%
+21
1003
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143
-4
1004
$3K ﹤0.01%
+89
1005
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+352
1006
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+36
1007
$3K ﹤0.01%
46
+21
1008
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170
1009
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99
+26
1010
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159
-12
1011
$3K ﹤0.01%
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1012
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1013
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1014
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1015
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72
1016
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18
-1
1017
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1018
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+390
1019
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+174
1020
$3K ﹤0.01%
449
1021
$3K ﹤0.01%
141
1022
$3K ﹤0.01%
32
+5
1023
$3K ﹤0.01%
3,800
1024
$2K ﹤0.01%
7
-4
1025
$2K ﹤0.01%
197
-199
39 40
41
42 43