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%
+6
1102
$1K ﹤0.01%
+29
1103
$1K ﹤0.01%
61
+24
1104
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69
1105
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+13
1106
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91
1107
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17
-1
1108
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+13
1109
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+2
1110
$1K ﹤0.01%
24
-1
1111
$1K ﹤0.01%
+137
1112
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22
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1113
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+23
1114
$1K ﹤0.01%
176
-16
1115
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8
+3
1116
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1117
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191
1118
$1K ﹤0.01%
+31
1119
$1K ﹤0.01%
69
-361
1120
$1K ﹤0.01%
41
1121
$1K ﹤0.01%
10
+5
1122
$1K ﹤0.01%
112
-1
1123
$1K ﹤0.01%
132
1124
$1K ﹤0.01%
43
-12
1125
$1K ﹤0.01%
2
-18
43 44
45
46 47