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
551
$33K 0.01%
3,681
+2,413
552
$33K 0.01%
1,702
+680
553
$32K 0.01%
968
+337
554
$32K 0.01%
364
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555
$32K 0.01%
722
556
$32K 0.01%
157
-67
557
$32K 0.01%
1,953
+103
558
$32K 0.01%
368
-30
559
$32K 0.01%
2,000
560
$31K 0.01%
1,017
+189
561
$31K 0.01%
39,275
562
$31K 0.01%
411
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563
$31K 0.01%
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564
$31K 0.01%
1,100
565
$31K 0.01%
+629
566
$31K 0.01%
+2,229
567
$30K 0.01%
+1,000
568
$30K 0.01%
1,841
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569
$30K 0.01%
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570
$30K 0.01%
865
571
$30K 0.01%
351
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572
$30K 0.01%
486
-51
573
$30K 0.01%
2,504
+2,102
574
$30K 0.01%
+730
575
$30K 0.01%
176
21 22
23
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