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
751
$12K ﹤0.01%
+351
752
$12K ﹤0.01%
+600
753
$12K ﹤0.01%
85
754
$12K ﹤0.01%
326
755
$12K ﹤0.01%
313
756
$12K ﹤0.01%
144
+84
757
$12K ﹤0.01%
984
758
$12K ﹤0.01%
832
-11,378
759
$12K ﹤0.01%
+113
760
$12K ﹤0.01%
230
761
$12K ﹤0.01%
598
762
$12K ﹤0.01%
152
763
$11K ﹤0.01%
+61
764
$11K ﹤0.01%
+102
765
$11K ﹤0.01%
93
766
$11K ﹤0.01%
304
+3
767
$11K ﹤0.01%
531
+444
768
$11K ﹤0.01%
182
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769
$11K ﹤0.01%
250
-3,571
770
$11K ﹤0.01%
245
771
$11K ﹤0.01%
1,050
772
$11K ﹤0.01%
2,000
773
$11K ﹤0.01%
101
-48
774
$11K ﹤0.01%
+92
775
$11K ﹤0.01%
500
29 30
31
32 33