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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
1101
$1K ﹤0.01%
70
-1,176
1102
$1K ﹤0.01%
8
+3
1103
$1K ﹤0.01%
+117
1104
$1K ﹤0.01%
191
1105
$1K ﹤0.01%
+31
1106
$1K ﹤0.01%
69
-361
1107
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41
1108
$1K ﹤0.01%
10
+5
1109
$1K ﹤0.01%
53
-3,404
1110
$1K ﹤0.01%
112
-1
1111
$1K ﹤0.01%
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1112
$1K ﹤0.01%
43
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1113
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2
-18
1114
$1K ﹤0.01%
+42
1115
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1116
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+46
1117
$1K ﹤0.01%
33
-1
1118
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148
1119
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27
1120
$1K ﹤0.01%
39
-106
1121
$1K ﹤0.01%
45
1122
$1K ﹤0.01%
40
1123
$1K ﹤0.01%
91
-1
1124
$1K ﹤0.01%
+8
1125
$1K ﹤0.01%
+30
43 44
45
46 47