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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
1151
– –
-242
1152
– –
-9,642
1153
– –
-4,338
1154
– –
-196
1155
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1156
$0 ﹤0.01%
+5
1157
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-23
1158
$0 ﹤0.01%
66
1159
$0 ﹤0.01%
64
-602
1160
$0 ﹤0.01%
33
1161
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-6,300
1162
– –
-1,299
1163
$0 ﹤0.01%
614
1164
– –
-28
1165
– –
-500
1166
$0 ﹤0.01%
+2
1167
$0 ﹤0.01%
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1168
$0 ﹤0.01%
11
1169
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1170
$0 ﹤0.01%
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1171
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+2
1172
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1173
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1174
$0 ﹤0.01%
+2
1175
– –
-8
45 46
47
48 49