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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
$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
1051
$2K ﹤0.01%
+8
1052
$2K ﹤0.01%
+42
1053
$2K ﹤0.01%
596
1054
$2K ﹤0.01%
49
-1
1055
$2K ﹤0.01%
425
-4,064
1056
$2K ﹤0.01%
+200
1057
$2K ﹤0.01%
+56
1058
$2K ﹤0.01%
45
1059
$2K ﹤0.01%
744
1060
$2K ﹤0.01%
+35
1061
$2K ﹤0.01%
2,000
1062
$2K ﹤0.01%
+41
1063
$2K ﹤0.01%
+19
1064
$2K ﹤0.01%
30
1065
$2K ﹤0.01%
320
1066
$2K ﹤0.01%
68
-4
1067
$2K ﹤0.01%
55
-368
1068
$2K ﹤0.01%
376
1069
$1K ﹤0.01%
28
-1
1070
$1K ﹤0.01%
105
+29
1071
$1K ﹤0.01%
24
-1
1072
$1K ﹤0.01%
+137
1073
$1K ﹤0.01%
486
-8,773
1074
$1K ﹤0.01%
+42
1075
$1K ﹤0.01%
23
41 42
43
44 45