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
726
$14K ﹤0.01%
+9,905
727
$14K ﹤0.01%
179
-27
728
$14K ﹤0.01%
1,565
729
$14K ﹤0.01%
550
+210
730
$14K ﹤0.01%
+250
731
$14K ﹤0.01%
83
732
$14K ﹤0.01%
+140
733
$13K ﹤0.01%
483
-2,143
734
$13K ﹤0.01%
291
+23
735
$13K ﹤0.01%
151
-19
736
$13K ﹤0.01%
979
+604
737
$13K ﹤0.01%
500
738
$13K ﹤0.01%
319
+111
739
$13K ﹤0.01%
837
740
$13K ﹤0.01%
362
+4
741
$13K ﹤0.01%
559
742
$13K ﹤0.01%
45
743
$12K ﹤0.01%
500
744
$12K ﹤0.01%
322
-1,898
745
$12K ﹤0.01%
109
746
$12K ﹤0.01%
379
+129
747
$12K ﹤0.01%
524
-120
748
$12K ﹤0.01%
98
+6
749
$12K ﹤0.01%
+48
750
$12K ﹤0.01%
500
28 29
30
31 32