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
376
$916K 0.05%
19,082
-378
377
$915K 0.05%
21,861
+1,450
378
$914K 0.05%
74,655
-26,330
379
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-11,558
380
$883K 0.05%
7,260
+884
381
$882K 0.05%
10,972
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382
$879K 0.05%
12,615
+500
383
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12,428
+1,086
384
$876K 0.05%
11,477
-384
385
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26,628
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386
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4,893
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387
$861K 0.05%
5,681
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388
$859K 0.05%
22,135
-172
389
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3,750
-557
390
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391
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29,853
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3,304
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393
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9,860
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394
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22,251
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395
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4,262
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396
$834K 0.05%
11,910
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397
$826K 0.05%
+22,335
398
$814K 0.05%
18,239
-7,431
399
$813K 0.05%
42,505
+217
400
$812K 0.05%
+7,776
14 15
16
17 18