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
526
$36K 0.01%
67
-3
527
$36K 0.01%
1,140
-260
528
$36K 0.01%
428
-18
529
$36K 0.01%
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530
$36K 0.01%
191
+22
531
$35K 0.01%
134
-14
532
$35K 0.01%
999
-1
533
$35K 0.01%
2,040
534
$35K 0.01%
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535
$35K 0.01%
288
536
$35K 0.01%
3,235
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537
$35K 0.01%
150
-36
538
$35K 0.01%
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539
$35K 0.01%
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+7,006
540
$34K 0.01%
3,415
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541
$34K 0.01%
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545
$34K 0.01%
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546
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547
$34K 0.01%
685
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548
$33K 0.01%
1,315
-207
549
$33K 0.01%
1,206
550
$33K 0.01%
661
-112
20 21
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