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
776
$11K ﹤0.01%
906
777
$11K ﹤0.01%
+351
778
$10K ﹤0.01%
293
+151
779
$10K ﹤0.01%
+181
780
$10K ﹤0.01%
306
781
$10K ﹤0.01%
209
-241
782
$10K ﹤0.01%
400
+160
783
$10K ﹤0.01%
196
784
$10K ﹤0.01%
43
+39
785
$10K ﹤0.01%
+112
786
$10K ﹤0.01%
+71
787
$10K ﹤0.01%
150
+56
788
$10K ﹤0.01%
+500
789
$10K ﹤0.01%
167
-83
790
$10K ﹤0.01%
174
791
$10K ﹤0.01%
54
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792
$10K ﹤0.01%
328
793
$10K ﹤0.01%
277
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794
$10K ﹤0.01%
513
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795
$10K ﹤0.01%
1,000
796
$10K ﹤0.01%
150
797
$9K ﹤0.01%
+69
798
$9K ﹤0.01%
142
-34
799
$9K ﹤0.01%
460
800
$9K ﹤0.01%
237
30 31
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