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
926
$5K ﹤0.01%
30
-1
927
$5K ﹤0.01%
+29
928
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+126
929
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100
930
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157
931
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48
+42
932
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371
933
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934
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50
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935
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74
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936
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4
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937
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938
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81
939
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200
940
$4K ﹤0.01%
568
941
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335
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942
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943
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944
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196
+36
945
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+538
946
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+74
947
$4K ﹤0.01%
200
-1
948
$4K ﹤0.01%
61
+23
949
$4K ﹤0.01%
436
950
$4K ﹤0.01%
57
+16
36 37
38
39 40