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
801
$9K ﹤0.01%
438
802
$9K ﹤0.01%
+36
803
$9K ﹤0.01%
66
-21
804
$9K ﹤0.01%
+940
805
$9K ﹤0.01%
+311
806
$9K ﹤0.01%
60
+36
807
$9K ﹤0.01%
500
808
$9K ﹤0.01%
+850
809
$9K ﹤0.01%
+136
810
$9K ﹤0.01%
1,000
-228
811
$9K ﹤0.01%
853
812
$9K ﹤0.01%
228
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813
$9K ﹤0.01%
145
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814
$9K ﹤0.01%
627
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815
$9K ﹤0.01%
318
816
$9K ﹤0.01%
220
817
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819
$9K ﹤0.01%
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820
$8K ﹤0.01%
1,300
821
$8K ﹤0.01%
144
822
$8K ﹤0.01%
500
823
$8K ﹤0.01%
209
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824
$8K ﹤0.01%
+999
825
$8K ﹤0.01%
291
+41
31 32
33
34 35