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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
$418M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,271
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$8.55M
3
+$8.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.66M
5
PAA icon
Plains All American Pipeline
PAA
+$6.43M

Top Sells

1
+$6.06M
2
+$4.74M
3
+$4.49M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.92M
5
FBC
Flagstar Bancorp, Inc. New
FBC
+$3.83M

Sector Composition

1 Technology 12.09%
2 Energy 9.27%
3 Communication Services 5.48%
4 Financials 5.04%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
80
-135
827
$4K ﹤0.01%
578
828
$4K ﹤0.01%
201
+1
829
$4K ﹤0.01%
200
830
$4K ﹤0.01%
153
831
$4K ﹤0.01%
500
832
$4K ﹤0.01%
90
833
$4K ﹤0.01%
140
834
$4K ﹤0.01%
1,424
835
$4K ﹤0.01%
498
+461
836
$4K ﹤0.01%
+396
837
$4K ﹤0.01%
389
838
$4K ﹤0.01%
75
839
$4K ﹤0.01%
24
-597
840
$4K ﹤0.01%
+225
841
$4K ﹤0.01%
402
+39
842
$4K ﹤0.01%
201
843
$4K ﹤0.01%
568
844
$4K ﹤0.01%
31
845
$4K ﹤0.01%
237
846
$4K ﹤0.01%
22
+17
847
$4K ﹤0.01%
500
848
$4K ﹤0.01%
230
849
$4K ﹤0.01%
100
850
$4K ﹤0.01%
13
-776
32 33
34
35 36