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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 Buys

1
+$22.7M
2
+$18.2M
3
+$14.7M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$14.7M
5
NBLX
Noble Midstream Partners LP
NBLX
+$8.17M

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
751
$4K ﹤0.01%
+259
752
$4K ﹤0.01%
+120
753
$4K ﹤0.01%
+54
754
$3K ﹤0.01%
+200
755
$3K ﹤0.01%
+81
756
$3K ﹤0.01%
+57
757
$3K ﹤0.01%
+642
758
$3K ﹤0.01%
+27
759
$3K ﹤0.01%
+44
760
$3K ﹤0.01%
+90
761
$3K ﹤0.01%
+500
762
$3K ﹤0.01%
+69
763
$3K ﹤0.01%
+68
764
$3K ﹤0.01%
+28
765
$3K ﹤0.01%
+365
766
$3K ﹤0.01%
+24
767
$3K ﹤0.01%
+64
768
$3K ﹤0.01%
+225
769
$3K ﹤0.01%
+45
770
$3K ﹤0.01%
+102
771
$3K ﹤0.01%
+28
772
$3K ﹤0.01%
+348
773
$3K ﹤0.01%
+116
774
$3K ﹤0.01%
+64
775
$3K ﹤0.01%
+118
29 30
31
32 33