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
851
$7K ﹤0.01%
10
+2
852
$7K ﹤0.01%
60
+46
853
$7K ﹤0.01%
384
854
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61
855
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401
856
$7K ﹤0.01%
119
857
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+96
858
$7K ﹤0.01%
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859
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860
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8
+7
861
$7K ﹤0.01%
167
862
$7K ﹤0.01%
+79
863
$7K ﹤0.01%
89
-17
864
$7K ﹤0.01%
3,307
-2,515
865
$7K ﹤0.01%
+120
866
$7K ﹤0.01%
47
867
$7K ﹤0.01%
309
868
$6K ﹤0.01%
227
869
$6K ﹤0.01%
333
870
$6K ﹤0.01%
268
871
$6K ﹤0.01%
204
872
$6K ﹤0.01%
83
-12
873
$6K ﹤0.01%
+38
874
$6K ﹤0.01%
+63
875
$6K ﹤0.01%
+84
33 34
35
36 37