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
651
$19K ﹤0.01%
+1,097
652
$19K ﹤0.01%
+268
653
$19K ﹤0.01%
+1,605
654
$19K ﹤0.01%
98
-108
655
$19K ﹤0.01%
2,066
656
$19K ﹤0.01%
+72
657
$19K ﹤0.01%
250
658
$19K ﹤0.01%
+476
659
$19K ﹤0.01%
518
-2,670
660
$19K ﹤0.01%
152
+149
661
$19K ﹤0.01%
298
-99
662
$18K ﹤0.01%
353
+273
663
$18K ﹤0.01%
135
-2,670
664
$18K ﹤0.01%
399
-352
665
$18K ﹤0.01%
+2,541
666
$18K ﹤0.01%
314
667
$18K ﹤0.01%
134
668
$18K ﹤0.01%
1,135
669
$18K ﹤0.01%
1,140
670
$18K ﹤0.01%
+134
671
$18K ﹤0.01%
120
+50
672
$18K ﹤0.01%
424
-1,023
673
$18K ﹤0.01%
1,750
674
$18K ﹤0.01%
500
675
$18K ﹤0.01%
603
25 26
27
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