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
676
$18K ﹤0.01%
755
677
$18K ﹤0.01%
579
678
$17K ﹤0.01%
341
+115
679
$17K ﹤0.01%
360
+5
680
$17K ﹤0.01%
+94
681
$17K ﹤0.01%
218
-43
682
$17K ﹤0.01%
476
+417
683
$17K ﹤0.01%
+94
684
$17K ﹤0.01%
508
685
$17K ﹤0.01%
1,132
686
$17K ﹤0.01%
1,722
687
$17K ﹤0.01%
38
+21
688
$17K ﹤0.01%
1,200
689
$17K ﹤0.01%
3,975
690
$17K ﹤0.01%
+42
691
$17K ﹤0.01%
+124
692
$17K ﹤0.01%
110
+9
693
$17K ﹤0.01%
141
694
$17K ﹤0.01%
+59
695
$16K ﹤0.01%
+76
696
$16K ﹤0.01%
+422
697
$16K ﹤0.01%
+95
698
$16K ﹤0.01%
4,235
-2,752
699
$16K ﹤0.01%
196
+195
700
$16K ﹤0.01%
1,000
26 27
28
29 30