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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
676
$5K ﹤0.01%
+76
677
$5K ﹤0.01%
+391
678
$5K ﹤0.01%
+65
679
$5K ﹤0.01%
+225
680
$5K ﹤0.01%
+139
681
$5K ﹤0.01%
+99
682
$5K ﹤0.01%
+250
683
$5K ﹤0.01%
+105
684
$5K ﹤0.01%
+720
685
$5K ﹤0.01%
+115
686
$5K ﹤0.01%
+135
687
$5K ﹤0.01%
+300
688
$5K ﹤0.01%
+200
689
$5K ﹤0.01%
+81
690
$5K ﹤0.01%
+318
691
$5K ﹤0.01%
+104
692
$5K ﹤0.01%
+54
693
$5K ﹤0.01%
+149
694
$5K ﹤0.01%
+86
695
$5K ﹤0.01%
+500
696
$5K ﹤0.01%
+50
697
$5K ﹤0.01%
+77
698
$5K ﹤0.01%
+20
699
$5K ﹤0.01%
+2,000
700
$5K ﹤0.01%
+100