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
976
$3K ﹤0.01%
51
+31
977
$3K ﹤0.01%
310
978
$3K ﹤0.01%
72
979
$3K ﹤0.01%
18
-1
980
$3K ﹤0.01%
+92
981
$3K ﹤0.01%
125
982
$3K ﹤0.01%
1,463
983
$3K ﹤0.01%
2
984
$3K ﹤0.01%
67
-234
985
$3K ﹤0.01%
+89
986
$3K ﹤0.01%
+352
987
$3K ﹤0.01%
+36
988
$3K ﹤0.01%
170
989
$3K ﹤0.01%
99
+26
990
$3K ﹤0.01%
+174
991
$3K ﹤0.01%
449
992
$3K ﹤0.01%
141
993
$3K ﹤0.01%
+228
994
$3K ﹤0.01%
83
-816
995
$3K ﹤0.01%
41
+11
996
$3K ﹤0.01%
70
-60
997
$3K ﹤0.01%
+52
998
$3K ﹤0.01%
153
999
$3K ﹤0.01%
+53
1000
$3K ﹤0.01%
66
+46
38 39
40
41 42