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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 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
726
$4K ﹤0.01%
+382
727
$4K ﹤0.01%
+48
728
$4K ﹤0.01%
+90
729
$4K ﹤0.01%
+146
730
$4K ﹤0.01%
+19
731
$4K ﹤0.01%
+332
732
$4K ﹤0.01%
+400
733
$4K ﹤0.01%
+500
734
$4K ﹤0.01%
+195
735
$4K ﹤0.01%
+15
736
$4K ﹤0.01%
+85
737
$4K ﹤0.01%
+209
738
$4K ﹤0.01%
+117
739
$4K ﹤0.01%
+57
740
$4K ﹤0.01%
+450
741
$4K ﹤0.01%
+25
742
$4K ﹤0.01%
+268
743
$4K ﹤0.01%
+194
744
$4K ﹤0.01%
+270
745
$4K ﹤0.01%
+108
746
$4K ﹤0.01%
+320
747
$4K ﹤0.01%
+67
748
$4K ﹤0.01%
+112
749
$4K ﹤0.01%
+17
750
$4K ﹤0.01%
+63