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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
851
$2K ﹤0.01%
36
852
$2K ﹤0.01%
+7
853
$2K ﹤0.01%
267
854
$2K ﹤0.01%
35
-177
855
$2K ﹤0.01%
49
856
$2K ﹤0.01%
+40
857
$2K ﹤0.01%
+32
858
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35
-27
859
$2K ﹤0.01%
82
860
$2K ﹤0.01%
+11
861
$2K ﹤0.01%
24
862
$2K ﹤0.01%
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863
$2K ﹤0.01%
500
864
$2K ﹤0.01%
+74
865
$2K ﹤0.01%
15
866
$2K ﹤0.01%
48
867
$2K ﹤0.01%
26
-20
868
$2K ﹤0.01%
+25
869
$2K ﹤0.01%
22
870
$2K ﹤0.01%
40
871
$1K ﹤0.01%
46
872
$1K ﹤0.01%
+21
873
$1K ﹤0.01%
20
874
$1K ﹤0.01%
31
875
$1K ﹤0.01%
25
33 34
35
36 37