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
901
$5K ﹤0.01%
578
902
$5K ﹤0.01%
+65
903
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+98
904
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+488
905
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+56
906
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+107
907
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142
-1,015
908
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200
909
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286
910
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+71
911
$5K ﹤0.01%
53
912
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281
-2,209
913
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1,056
914
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209
915
$5K ﹤0.01%
588
916
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+102
917
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543
918
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190
+50
919
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1,424
920
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33
-159
921
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30
-1
922
$5K ﹤0.01%
+29
923
$5K ﹤0.01%
+126
924
$5K ﹤0.01%
100
925
$5K ﹤0.01%
157
35 36
37
38 39