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
1126
$1K ﹤0.01%
+19
1127
$1K ﹤0.01%
+46
1128
$1K ﹤0.01%
33
-1
1129
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40
1130
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91
-1
1131
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+8
1132
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+30
1133
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82
1134
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54
+52
1135
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9
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1136
$1K ﹤0.01%
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1137
$1K ﹤0.01%
+150
1138
$1K ﹤0.01%
+44
1139
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85
+12
1140
$1K ﹤0.01%
380
-118
1141
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+72
1142
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+22
1143
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31
1144
$1K ﹤0.01%
+122
1145
$1K ﹤0.01%
47
+27
1146
$1K ﹤0.01%
1,326
1147
$1K ﹤0.01%
42
-1
1148
$1K ﹤0.01%
348
-2,264
1149
– –
-34
1150
– –
-2
44 45
46
47 48