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
476
$645K 0.04%
23,132
+5,728
477
$637K 0.04%
10,469
+283
478
$635K 0.04%
21,557
+1,000
479
$631K 0.04%
2,191
+340
480
$629K 0.04%
6,387
-728
481
$625K 0.03%
+13,679
482
$623K 0.03%
+26,243
483
$622K 0.03%
7,215
+4,750
484
$615K 0.03%
+7,768
485
$614K 0.03%
3,952
-18
486
$613K 0.03%
71,299
+809
487
$610K 0.03%
11,441
+679
488
$608K 0.03%
6,007
+192
489
$607K 0.03%
5,536
+1,945
490
$607K 0.03%
2,028
-106
491
$603K 0.03%
8,776
-121
492
$600K 0.03%
19,475
+140
493
$599K 0.03%
3,424
-64
494
$598K 0.03%
36,336
+90
495
$596K 0.03%
2,027
-28
496
$592K 0.03%
10,668
+207
497
$586K 0.03%
+8,924
498
$581K 0.03%
7,101
+1,662
499
$581K 0.03%
+12,047
500
$576K 0.03%
26,168
-4,991
18 19
20
21 22