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
826
$8K ﹤0.01%
107
827
$8K ﹤0.01%
270
-283
828
$8K ﹤0.01%
+30
829
$8K ﹤0.01%
311
830
$8K ﹤0.01%
225
831
$8K ﹤0.01%
+187
832
$8K ﹤0.01%
389
833
$8K ﹤0.01%
2,000
834
$8K ﹤0.01%
+105
835
$8K ﹤0.01%
+93
836
$8K ﹤0.01%
66
837
$8K ﹤0.01%
260
838
$8K ﹤0.01%
182
-1
839
$8K ﹤0.01%
214
+56
840
$8K ﹤0.01%
+338
841
$8K ﹤0.01%
+98
842
$8K ﹤0.01%
476
+429
843
$8K ﹤0.01%
2,200
844
$8K ﹤0.01%
238
+236
845
$8K ﹤0.01%
170
846
$8K ﹤0.01%
+167
847
$7K ﹤0.01%
81
848
$7K ﹤0.01%
400
849
$7K ﹤0.01%
+858
850
$7K ﹤0.01%
+172
32 33
34
35 36