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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
$418M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,271
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$8.55M
3
+$8.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.66M
5
PAA icon
Plains All American Pipeline
PAA
+$6.43M

Top Sells

1
+$6.06M
2
+$4.74M
3
+$4.49M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.92M
5
FBC
Flagstar Bancorp, Inc. New
FBC
+$3.83M

Sector Composition

1 Technology 12.09%
2 Energy 9.27%
3 Communication Services 5.48%
4 Financials 5.04%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$11K ﹤0.01%
+301
677
$11K ﹤0.01%
+445
678
$11K ﹤0.01%
2,474
-1,519
679
$11K ﹤0.01%
313
+190
680
$11K ﹤0.01%
250
681
$11K ﹤0.01%
230
682
$11K ﹤0.01%
173
-70
683
$11K ﹤0.01%
+358
684
$10K ﹤0.01%
+1,268
685
$10K ﹤0.01%
500
686
$10K ﹤0.01%
+268
687
$10K ﹤0.01%
+249
688
$10K ﹤0.01%
93
-117
689
$10K ﹤0.01%
66
690
$10K ﹤0.01%
+815
691
$10K ﹤0.01%
2,000
692
$10K ﹤0.01%
337
+76
693
$10K ﹤0.01%
347
-1
694
$10K ﹤0.01%
+176
695
$10K ﹤0.01%
150
696
$10K ﹤0.01%
984
697
$10K ﹤0.01%
116
698
$10K ﹤0.01%
70
+43
699
$10K ﹤0.01%
1,565
700
$10K ﹤0.01%
88
+74
26 27
28
29 30