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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
$364M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 20.68%
2 Technology 6.95%
3 Financials 6.65%
4 Communication Services 5.84%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
+125
577
$9K ﹤0.01%
+1,000
578
$9K ﹤0.01%
+10
579
$9K ﹤0.01%
+250
580
$9K ﹤0.01%
+666
581
$9K ﹤0.01%
+208
582
$9K ﹤0.01%
+175
583
$9K ﹤0.01%
+250
584
$9K ﹤0.01%
+559
585
$9K ﹤0.01%
+495
586
$9K ﹤0.01%
+136
587
$9K ﹤0.01%
+259
588
$9K ﹤0.01%
+130
589
$8K ﹤0.01%
+104
590
$8K ﹤0.01%
+1,000
591
$8K ﹤0.01%
+357
592
$8K ﹤0.01%
+76
593
$8K ﹤0.01%
+1,000
594
$8K ﹤0.01%
+276
595
$8K ﹤0.01%
+180
596
$8K ﹤0.01%
+80
597
$8K ﹤0.01%
+604
598
$8K ﹤0.01%
+172
599
$8K ﹤0.01%
+68
600
$8K ﹤0.01%
+131