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%
+200
1052
$2K ﹤0.01%
+56
1053
$2K ﹤0.01%
503
-5,060
1054
$2K ﹤0.01%
22
-66
1055
$2K ﹤0.01%
166
1056
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9
+5
1057
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+13
1058
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97
-615
1059
$2K ﹤0.01%
335
1060
$2K ﹤0.01%
744
1061
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48
+7
1062
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64
1063
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376
1064
$2K ﹤0.01%
+35
1065
$2K ﹤0.01%
2,000
1066
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+41
1067
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+19
1068
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30
1069
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28
-1
1070
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1,000
1071
$1K ﹤0.01%
+28
1072
$1K ﹤0.01%
+17
1073
$1K ﹤0.01%
54
+52
1074
$1K ﹤0.01%
9
-40
1075
$1K ﹤0.01%
+99
41 42
43
44 45