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
1101
$1K ﹤0.01%
25
1102
$1K ﹤0.01%
8
1103
$1K ﹤0.01%
+17
1104
$1K ﹤0.01%
+2
1105
$1K ﹤0.01%
35
1106
$1K ﹤0.01%
24
-1
1107
$1K ﹤0.01%
+137
1108
$1K ﹤0.01%
22
+21
1109
$1K ﹤0.01%
+23
1110
$1K ﹤0.01%
70
-1,176
1111
$1K ﹤0.01%
8
+3
1112
$1K ﹤0.01%
+117
1113
$1K ﹤0.01%
191
1114
$1K ﹤0.01%
+31
1115
$1K ﹤0.01%
69
-361
1116
$1K ﹤0.01%
41
1117
$1K ﹤0.01%
132
1118
$1K ﹤0.01%
43
-12
1119
$1K ﹤0.01%
2
-18
1120
$1K ﹤0.01%
+42
1121
$1K ﹤0.01%
+19
1122
$1K ﹤0.01%
+17
1123
$1K ﹤0.01%
+27
1124
$1K ﹤0.01%
+46
1125
$1K ﹤0.01%
33
-1
43 44
45
46 47