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
$444M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Sector Composition

1 Energy 18.15%
2 Technology 7.24%
3 Financials 5.08%
4 Communication Services 5.05%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$8K ﹤0.01%
+438
677
$8K ﹤0.01%
102
+91
678
$8K ﹤0.01%
+62
679
$8K ﹤0.01%
+90
680
$7K ﹤0.01%
+204
681
$7K ﹤0.01%
77
682
$7K ﹤0.01%
+401
683
$7K ﹤0.01%
+1,424
684
$7K ﹤0.01%
+94
685
$7K ﹤0.01%
+237
686
$7K ﹤0.01%
+148
687
$7K ﹤0.01%
115
688
$7K ﹤0.01%
1,000
689
$7K ﹤0.01%
+389
690
$7K ﹤0.01%
+220
691
$7K ﹤0.01%
90
692
$7K ﹤0.01%
+107
693
$7K ﹤0.01%
+53
694
$7K ﹤0.01%
336
695
$7K ﹤0.01%
+311
696
$7K ﹤0.01%
+578
697
$7K ﹤0.01%
205
698
$7K ﹤0.01%
80
699
$7K ﹤0.01%
+61
700
$7K ﹤0.01%
+200