We are live on ! Find out more
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
$418M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,271
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$8.55M
3
+$8.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.66M
5
PAA icon
Plains All American Pipeline
PAA
+$6.43M

Top Sells

1
+$6.06M
2
+$4.74M
3
+$4.49M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.92M
5
FBC
Flagstar Bancorp, Inc. New
FBC
+$3.83M

Sector Composition

1 Technology 12.09%
2 Energy 9.27%
3 Communication Services 5.48%
4 Financials 5.04%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
– –
-150
1152
$0 ﹤0.01%
7
1153
– –
-735
1154
– –
-23,954
1155
– –
-1
1156
– –
-3
1157
– –
-2
1158
– –
-5
1159
– –
-500
1160
– –
-1,814
1161
– –
-2,574
1162
– –
-115
1163
$0 ﹤0.01%
8
1164
– –
-2
1165
– –
-550
1166
– –
-1,726
1167
$0 ﹤0.01%
+2
1168
– –
-10
1169
– –
-1,031
1170
$0 ﹤0.01%
5
1171
– –
-56
1172
– –
-1,984
1173
$0 ﹤0.01%
8
1174
– –
-390
1175
$0 ﹤0.01%
+1
45 46
47
48 49