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
576
$30K 0.01%
1,841
+897
577
$29K 0.01%
+1,000
578
$29K 0.01%
76
+2
579
$29K 0.01%
1,221
+943
580
$29K 0.01%
1,822
+222
581
$29K 0.01%
3,315
-4,985
582
$29K 0.01%
+749
583
$29K 0.01%
383
-142
584
$28K 0.01%
+253
585
$28K 0.01%
+441
586
$28K 0.01%
408
+386
587
$28K 0.01%
+2,000
588
$27K 0.01%
+1,259
589
$27K 0.01%
10,000
590
$27K 0.01%
+902
591
$27K 0.01%
291
+48
592
$27K 0.01%
600
593
$27K 0.01%
148
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594
$26K 0.01%
475
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595
$26K 0.01%
129
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596
$26K 0.01%
842
597
$26K 0.01%
523
+16
598
$26K 0.01%
2,590
599
$26K 0.01%
+302
600
$26K 0.01%
422
-744
22 23
24
25 26