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
426
$756K 0.04%
5,404
+205
427
$756K 0.04%
29,736
-13,484
428
$755K 0.04%
33,033
+5,256
429
$750K 0.04%
9,165
-5,816
430
$750K 0.04%
4,342
+389
431
$748K 0.04%
5,597
+3,173
432
$747K 0.04%
14,330
+229
433
$746K 0.04%
22,031
+137
434
$746K 0.04%
6,458
-1,125
435
$744K 0.04%
4,915
+28
436
$743K 0.04%
13,344
+157
437
$742K 0.04%
19,526
+2,003
438
$742K 0.04%
4,235
+235
439
$739K 0.04%
2,517
+1,550
440
$738K 0.04%
991
+37
441
$730K 0.04%
10,289
+348
442
$729K 0.04%
6,626
+1,698
443
$729K 0.04%
12,963
-2,196
444
$728K 0.04%
1,870
+393
445
$720K 0.04%
17,567
+1,669
446
$720K 0.04%
+19,666
447
$718K 0.04%
14,517
+6,948
448
$717K 0.04%
6,363
449
$717K 0.04%
5,044
+210
450
$716K 0.04%
4,131
16 17
18
19 20