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
301
$1.27M 0.07%
10,841
-50
302
$1.26M 0.07%
38,591
-6
303
$1.26M 0.07%
5,253
+676
304
$1.24M 0.07%
49,210
-22,674
305
$1.23M 0.07%
6,026
+4,895
306
$1.22M 0.07%
41,070
-9,631
307
$1.22M 0.07%
36,859
+59
308
$1.21M 0.07%
+19,915
309
$1.2M 0.07%
5,428
+238
310
$1.19M 0.07%
15,978
+826
311
$1.19M 0.07%
18,758
+52
312
$1.19M 0.07%
9,697
-2,050
313
$1.19M 0.07%
1,500
314
$1.18M 0.07%
11,603
+1,844
315
$1.16M 0.06%
31,565
-160
316
$1.16M 0.06%
8,000
317
$1.15M 0.06%
4,687
+911
318
$1.15M 0.06%
20,561
+12,722
319
$1.15M 0.06%
5,405
+667
320
$1.15M 0.06%
22,087
+3,371
321
$1.14M 0.06%
12,039
+386
322
$1.13M 0.06%
18,872
+3,404
323
$1.13M 0.06%
17,150
+2,692
324
$1.13M 0.06%
12,006
+1,320
325
$1.12M 0.06%
18,097
+3,781
11 12
13
14 15