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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 Buys

1
+$22.7M
2
+$18.2M
3
+$14.7M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$14.7M
5
NBLX
Noble Midstream Partners LP
NBLX
+$8.17M

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
701
$5K ﹤0.01%
+8
702
$5K ﹤0.01%
+1,000
703
$5K ﹤0.01%
+57
704
$5K ﹤0.01%
+80
705
$5K ﹤0.01%
+90
706
$5K ﹤0.01%
+51
707
$4K ﹤0.01%
+27
708
$4K ﹤0.01%
+162
709
$4K ﹤0.01%
+45
710
$4K ﹤0.01%
+95
711
$4K ﹤0.01%
+336
712
$4K ﹤0.01%
+81
713
$4K ﹤0.01%
+26
714
$4K ﹤0.01%
+61
715
$4K ﹤0.01%
+47
716
$4K ﹤0.01%
+103
717
$4K ﹤0.01%
+35
718
$4K ﹤0.01%
+312
719
$4K ﹤0.01%
+120
720
$4K ﹤0.01%
+200
721
$4K ﹤0.01%
+140
722
$4K ﹤0.01%
+514
723
$4K ﹤0.01%
+136
724
$4K ﹤0.01%
+756
725
$4K ﹤0.01%
+12
27 28
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