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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
726
$8K ﹤0.01%
183
727
$8K ﹤0.01%
106
-6
728
$8K ﹤0.01%
500
729
$8K ﹤0.01%
152
+72
730
$8K ﹤0.01%
1,000
731
$8K ﹤0.01%
250
732
$8K ﹤0.01%
250
733
$8K ﹤0.01%
2,200
734
$8K ﹤0.01%
145
735
$8K ﹤0.01%
666
-362
736
$7K ﹤0.01%
311
737
$7K ﹤0.01%
377
+182
738
$7K ﹤0.01%
588
739
$7K ﹤0.01%
306
740
$7K ﹤0.01%
250
741
$7K ﹤0.01%
500
742
$7K ﹤0.01%
196
+161
743
$7K ﹤0.01%
172
744
$7K ﹤0.01%
+148
745
$7K ﹤0.01%
220
746
$7K ﹤0.01%
85
747
$7K ﹤0.01%
68
-961
748
$7K ﹤0.01%
260
749
$7K ﹤0.01%
+170
750
$7K ﹤0.01%
208
-86
28 29
30
31 32