KPW

Kore Private Wealth Portfolio holdings

AUM $554M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
-17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$82.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,105
New
Increased
Reduced
Closed

Sector Composition

1 Energy 13.52%
2 Technology 10.95%
3 Financials 5.79%
4 Communication Services 4.45%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$0 ﹤0.01%
+165
1102
$0 ﹤0.01%
+4
1103
$0 ﹤0.01%
+2
1104
$0 ﹤0.01%
+33
1105
$0 ﹤0.01%
+12