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
1051
$2K ﹤0.01%
55
-368
1052
$2K ﹤0.01%
425
-4,064
1053
$2K ﹤0.01%
+200
1054
$2K ﹤0.01%
+56
1055
$2K ﹤0.01%
503
-5,060
1056
$2K ﹤0.01%
22
-66
1057
$2K ﹤0.01%
45
1058
$2K ﹤0.01%
166
1059
$2K ﹤0.01%
9
+5
1060
$2K ﹤0.01%
+13
1061
$2K ﹤0.01%
97
-615
1062
$2K ﹤0.01%
335
1063
$2K ﹤0.01%
744
1064
$2K ﹤0.01%
48
+7
1065
$2K ﹤0.01%
64
1066
$2K ﹤0.01%
376
1067
$2K ﹤0.01%
+35
1068
$2K ﹤0.01%
2,000
1069
$1K ﹤0.01%
68
-86
1070
$1K ﹤0.01%
176
-16
1071
$1K ﹤0.01%
+21
1072
$1K ﹤0.01%
10
+5
1073
$1K ﹤0.01%
53
-3,404
1074
$1K ﹤0.01%
112
-1
1075
$1K ﹤0.01%
61
+24
41 42
43
44 45