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
326
$1.12M 0.06%
6,927
+920
327
$1.1M 0.06%
12,830
-334
328
$1.09M 0.06%
8,531
+78
329
$1.08M 0.06%
7,892
+3,574
330
$1.08M 0.06%
32,873
-1,056
331
$1.06M 0.06%
11,119
+334
332
$1.06M 0.06%
6,618
+3,713
333
$1.05M 0.06%
33,679
-748
334
$1.04M 0.06%
6,632
+218
335
$1.04M 0.06%
9,251
-175
336
$1.04M 0.06%
46,972
-6,480
337
$1.04M 0.06%
28,550
+9,400
338
$1.04M 0.06%
3,907
339
$1.03M 0.06%
9,144
+499
340
$1.03M 0.06%
7,231
-1,430
341
$1.03M 0.06%
3,909
+6
342
$1.03M 0.06%
30,824
+9,882
343
$1.03M 0.06%
5,131
+2
344
$1.02M 0.06%
136,940
+3,709
345
$1.01M 0.06%
16,692
+3,278
346
$1M 0.06%
20,833
+1,735
347
$1M 0.06%
16,651
-5,149
348
$999K 0.06%
12,516
+30
349
$998K 0.06%
16,739
+388
350
$997K 0.06%
6,539
+722
12 13
14
15 16