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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
826
$3K ﹤0.01%
26
-2
827
$3K ﹤0.01%
45
828
$3K ﹤0.01%
250
829
$3K ﹤0.01%
142
830
$3K ﹤0.01%
40
831
$3K ﹤0.01%
+33
832
$3K ﹤0.01%
36
-27
833
$3K ﹤0.01%
65
+11
834
$3K ﹤0.01%
28
-103
835
$3K ﹤0.01%
100
836
$3K ﹤0.01%
62
-87
837
$3K ﹤0.01%
200
838
$3K ﹤0.01%
141
839
$3K ﹤0.01%
167
840
$2K ﹤0.01%
27
-20
841
$2K ﹤0.01%
1,657
842
$2K ﹤0.01%
300
-1,000
843
$2K ﹤0.01%
78
844
$2K ﹤0.01%
+16
845
$2K ﹤0.01%
45
846
$2K ﹤0.01%
140
847
$2K ﹤0.01%
+60
848
$2K ﹤0.01%
2
849
$2K ﹤0.01%
17
-67
850
$2K ﹤0.01%
22
32 33
34
35 36