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
701
$15K ﹤0.01%
401
+221
702
$15K ﹤0.01%
184
+11
703
$15K ﹤0.01%
+147
704
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531
+499
705
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666
-512
706
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480
707
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716
-1,074
708
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1,000
709
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47
-48
710
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347
711
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978
+2
712
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+293
713
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234
714
$15K ﹤0.01%
548
715
$14K ﹤0.01%
199
+111
716
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211
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717
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126
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718
$14K ﹤0.01%
417
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719
$14K ﹤0.01%
1,878
+1,744
720
$14K ﹤0.01%
1,257
+759
721
$14K ﹤0.01%
466
722
$14K ﹤0.01%
+163
723
$14K ﹤0.01%
428
-550
724
$14K ﹤0.01%
129
+61
725
$14K ﹤0.01%
128
27 28
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