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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
$444M
AUM Growth
+$80.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$14M
3
+$13M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.48M
5
ARGT icon
Global X MSCI Argentina ETF
ARGT
+$3.17M

Top Sells

1
+$8.04M
2
+$6.03M
3
+$3.86M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.87M

Sector Composition

1 Energy 18.15%
2 Technology 7.24%
3 Financials 5.09%
4 Communication Services 5.05%
5 Consumer Discretionary 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
37
777
$5K ﹤0.01%
19
778
$5K ﹤0.01%
44
-26
779
$5K ﹤0.01%
104
780
$5K ﹤0.01%
54
781
$5K ﹤0.01%
+744
782
$5K ﹤0.01%
86
783
$5K ﹤0.01%
+449
784
$5K ﹤0.01%
+279
785
$5K ﹤0.01%
15
786
$5K ﹤0.01%
209
787
$5K ﹤0.01%
207
788
$5K ﹤0.01%
125
789
$4K ﹤0.01%
365
790
$4K ﹤0.01%
+68
791
$4K ﹤0.01%
102
-1
792
$4K ﹤0.01%
+225
793
$4K ﹤0.01%
200
794
$4K ﹤0.01%
25
795
$4K ﹤0.01%
500
796
$4K ﹤0.01%
514
797
$4K ﹤0.01%
28
798
$4K ﹤0.01%
24
799
$4K ﹤0.01%
95
800
$4K ﹤0.01%
320
30 31
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33 34