KPWS

Kestra Private Wealth Services Portfolio holdings

AUM $7.66B
1-Year Est. Return 23.97%
This Quarter Est. Return
1 Year Est. Return
+23.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$10.8M
3
+$4.84M
4
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$4.44M
5
SAVA icon
Cassava Sciences
SAVA
+$4.35M

Top Sells

1
+$5.57M
2
+$2.1M
3
+$1.95M
4
SONO icon
Sonos
SONO
+$1.53M
5
QDEC icon
FT Vest Growth-100 Buffer ETF December
QDEC
+$1.44M

Sector Composition

1 Technology 15.84%
2 Consumer Discretionary 8.98%
3 Healthcare 8.58%
4 Financials 8.51%
5 Communication Services 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.59M 0.09%
33,552
+2,019
252
$1.59M 0.09%
58,670
-436
253
$1.58M 0.09%
18,520
+247
254
$1.58M 0.09%
25,966
+495
255
$1.57M 0.09%
31,120
+9,943
256
$1.56M 0.09%
33,201
-349
257
$1.56M 0.09%
9,412
-607
258
$1.55M 0.09%
27,127
+173
259
$1.55M 0.09%
415,572
-14,619
260
$1.54M 0.09%
31,643
+4,076
261
$1.54M 0.09%
2,849
+535
262
$1.54M 0.09%
+50,700
263
$1.52M 0.08%
9,065
-4,868
264
$1.52M 0.08%
9,057
+5,702
265
$1.51M 0.08%
5,411
+722
266
$1.51M 0.08%
25,698
+3,324
267
$1.51M 0.08%
37,175
-130
268
$1.5M 0.08%
6,858
+483
269
$1.5M 0.08%
30,005
+3,331
270
$1.5M 0.08%
7,602
+1,020
271
$1.49M 0.08%
21,085
+3,658
272
$1.45M 0.08%
34,020
+23,924
273
$1.43M 0.08%
8,848
-2,936
274
$1.43M 0.08%
53,853
-4,013
275
$1.43M 0.08%
90,136
+3,636
9 10
11
12 13