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
1176
– –
-335
1177
– –
-57
1178
$0 ﹤0.01%
20
1179
– –
-81
1180
– –
-1
1181
– –
-1,290
1182
– –
-136
1183
– –
-1,238
1184
– –
-560
1185
$0 ﹤0.01%
+1
1186
– –
-16
1187
– –
-1,228
1188
– –
-11
1189
– –
-95
1190
$0 ﹤0.01%
35
1191
$0 ﹤0.01%
18
1192
– –
-6
1193
– –
-100
1194
$0 ﹤0.01%
1
-137
1195
– –
-931
1196
– –
-1
1197
– –
-1
1198
– –
-2
1199
– –
-503
1200
– –
-8
46 47
48
49 50