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
$951M
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.29M
3
+$6.83M
4
FVRR icon
Fiverr
FVRR
+$6.57M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.29M

Top Sells

1
+$4.15M
2
+$2.56M
3
+$1.75M
4
AIA icon
iShares Asia 50 ETF
AIA
+$1.73M
5
BYRN icon
Byrna Technologies
BYRN
+$1.64M

Sector Composition

1 Technology 15.27%
2 Communication Services 9.93%
3 Financials 8.47%
4 Energy 6.54%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$641K 0.07%
8,123
+2,730
202
$640K 0.07%
3,203
+572
203
$629K 0.07%
30,951
-430
204
$616K 0.06%
1,860
+531
205
$614K 0.06%
5,497
+689
206
$611K 0.06%
2,186
+383
207
$606K 0.06%
7,184
-1,957
208
$606K 0.06%
12,797
+3,783
209
$603K 0.06%
829
+134
210
$600K 0.06%
+22,362
211
$600K 0.06%
7,638
+494
212
$599K 0.06%
2,579
-170
213
$591K 0.06%
7,767
-7
214
$590K 0.06%
8,766
-888
215
$584K 0.06%
7,315
-760
216
$580K 0.06%
11,494
-4,424
217
$580K 0.06%
2,417
+396
218
$575K 0.06%
2,963
+352
219
$574K 0.06%
12,268
220
$572K 0.06%
5,620
221
$566K 0.06%
3,380
+200
222
$564K 0.06%
4,375
+393
223
$562K 0.06%
4,369
+675
224
$562K 0.06%
6,443
+2,053
225
$561K 0.06%
12,158
7 8
9
10 11