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
1076
$1K ﹤0.01%
+150
1077
$1K ﹤0.01%
85
+12
1078
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+22
1079
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31
1080
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+122
1081
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596
1082
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60
1083
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25
1084
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8
1085
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+21
1086
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70
-1,176
1087
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148
1088
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27
1089
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39
-106
1090
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45
1091
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1092
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16
+1
1093
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1094
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105
+29
1095
$1K ﹤0.01%
486
-8,773
1096
$1K ﹤0.01%
+42
1097
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23
1098
$1K ﹤0.01%
101
-186
1099
$1K ﹤0.01%
80
-16
1100
$1K ﹤0.01%
22
-17
42 43
44
45 46