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
276
$1.42M 0.08%
11,061
-462
277
$1.42M 0.08%
17,732
-256
278
$1.42M 0.08%
27,738
279
$1.42M 0.08%
4,840
+515
280
$1.41M 0.08%
25,757
+384
281
$1.4M 0.08%
11,378
+1,674
282
$1.39M 0.08%
4,643
+960
283
$1.39M 0.08%
15,375
+1,959
284
$1.39M 0.08%
18,963
+6,087
285
$1.36M 0.08%
1,627
-390
286
$1.36M 0.08%
8,690
+1,157
287
$1.36M 0.08%
10,666
+698
288
$1.35M 0.08%
27,438
+12,908
289
$1.34M 0.08%
10,110
-49
290
$1.33M 0.07%
16,022
+8,245
291
$1.33M 0.07%
26,305
+8,653
292
$1.32M 0.07%
16,585
+1,875
293
$1.32M 0.07%
19,178
-856
294
$1.31M 0.07%
21,944
-1,769
295
$1.29M 0.07%
16,770
+652
296
$1.28M 0.07%
10,797
+862
297
$1.28M 0.07%
86,193
-3,660
298
$1.28M 0.07%
4,969
+6
299
$1.27M 0.07%
16,271
+9,167
300
$1.27M 0.07%
20,159
+2,625
10 11
12
13 14