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
1026
$2K ﹤0.01%
+41
1027
$2K ﹤0.01%
+19
1028
$2K ﹤0.01%
200
-19,123
1029
$2K ﹤0.01%
518
1030
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38
1031
$2K ﹤0.01%
50
-253
1032
$2K ﹤0.01%
239
1033
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100
1034
$2K ﹤0.01%
357
1035
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33
1036
$2K ﹤0.01%
+22
1037
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+15
1038
$2K ﹤0.01%
30
1039
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23
1040
$2K ﹤0.01%
384
1041
$2K ﹤0.01%
114
1042
$2K ﹤0.01%
73
+48
1043
$2K ﹤0.01%
+14
1044
$2K ﹤0.01%
128
-643
1045
$2K ﹤0.01%
+8
1046
$2K ﹤0.01%
320
1047
$2K ﹤0.01%
+42
1048
$2K ﹤0.01%
596
1049
$2K ﹤0.01%
49
-1
1050
$2K ﹤0.01%
68
-4
40 41
42
43 44