KPW

Kore Private Wealth Portfolio holdings

AUM $554M
1-Year Est. Return 17.38%
This Fund
S&P 500
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
+$8.58M
2
+$5.23M
3
+$5.12M
4
PINS icon
Pinterest
PINS
+$3.61M
5
UBER icon
Uber
UBER
+$3.24M

Top Sells

1
+$13M
2
+$7.37M
3
+$3.94M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.19M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.24M

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
426
$59K 0.01%
271
-54
427
$59K 0.01%
4,979
428
$58K 0.01%
1,750
429
$57K 0.01%
36
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430
$57K 0.01%
1,272
-1,188
431
$57K 0.01%
834
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432
$56K 0.01%
283
-26
433
$56K 0.01%
826
434
$56K 0.01%
2,500
435
$56K 0.01%
171
-8
436
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411
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437
$55K 0.01%
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438
$55K 0.01%
291
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439
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179
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324
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441
$55K 0.01%
746
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443
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446
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2,399
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447
$53K 0.01%
3,085
-850
448
$53K 0.01%
528
449
$52K 0.01%
337
-53
450
$52K 0.01%
+450
16 17
18
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