KPW
Kore Private Wealth Portfolio holdings
AUM
$554M
This Quarter Return
-0.15%
1 Year Return
-17.38%
3 Year Return
+35.61%
5 Year Return
–
10 Year Return
–
AUM
$444M
AUM Growth
+$444M
(+0.35%)
Cap. Flow
+$7.17M
Cap. Flow
% of AUM
1.61%
Top 10 Holdings %
Top 10 Hldgs %
36.36%
Holding
247
New
19
Increased
66
Reduced
74
Closed
19
Top Buys
| 1 |
NBLX
Noble Midstream Partners LP
NBLX
|
$4.38M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$3.99M |
| 3 |
iShares Gold Trust
IAU
|
$3.4M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.21M |
| 5 |
TWOU
2U, Inc.
TWOU
|
$1.22M |
Top Sells
| 1 |
ANDX
Andeavor Logistics LP
ANDX
|
$4.22M |
| 2 |
Twilio
TWLO
|
$4.1M |
| 3 |
Apple
AAPL
|
$2.2M |
| 4 |
AT&T
T
|
$932K |
| 5 |
Roku
ROKU
|
$727K |
Sector Composition
| 1 | Energy | 15.2% |
| 2 | Technology | 7.39% |
| 3 | Financials | 5.4% |
| 4 | Communication Services | 4.57% |
| 5 | Consumer Discretionary | 2.53% |
