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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
701
$10K ﹤0.01%
+245
702
$9K ﹤0.01%
+569
703
$9K ﹤0.01%
194
-113
704
$9K ﹤0.01%
500
705
$9K ﹤0.01%
777
-1,393
706
$9K ﹤0.01%
1,000
707
$9K ﹤0.01%
102
+41
708
$9K ﹤0.01%
301
+1
709
$9K ﹤0.01%
1,000
710
$9K ﹤0.01%
667
+1
711
$9K ﹤0.01%
771
+438
712
$9K ﹤0.01%
+174
713
$9K ﹤0.01%
49
+39
714
$9K ﹤0.01%
500
715
$9K ﹤0.01%
72
716
$8K ﹤0.01%
283
+70
717
$8K ﹤0.01%
61
-1,190
718
$8K ﹤0.01%
1,228
-93
719
$8K ﹤0.01%
+853
720
$8K ﹤0.01%
172
721
$8K ﹤0.01%
+352
722
$8K ﹤0.01%
+331
723
$8K ﹤0.01%
+122
724
$8K ﹤0.01%
260
+1
725
$8K ﹤0.01%
66
-3,023
27 28
29
30 31