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
1076
$1K ﹤0.01%
69
1077
$1K ﹤0.01%
+150
1078
$1K ﹤0.01%
+44
1079
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85
+12
1080
$1K ﹤0.01%
380
-118
1081
$1K ﹤0.01%
+72
1082
$1K ﹤0.01%
167
1083
$1K ﹤0.01%
486
-8,773
1084
$1K ﹤0.01%
+42
1085
$1K ﹤0.01%
23
1086
$1K ﹤0.01%
596
1087
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+25
1088
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101
-186
1089
$1K ﹤0.01%
80
-16
1090
$1K ﹤0.01%
22
-17
1091
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+6
1092
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+29
1093
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+13
1094
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91
1095
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28
-1
1096
$1K ﹤0.01%
1,000
1097
$1K ﹤0.01%
+28
1098
$1K ﹤0.01%
17
-1
1099
$1K ﹤0.01%
+13
1100
$1K ﹤0.01%
60
42 43
44
45 46