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
526
$508K 0.03%
47,687
+1,432
527
$504K 0.03%
8,630
-1,355
528
$502K 0.03%
+1,736
529
$499K 0.03%
9,425
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530
$499K 0.03%
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531
$498K 0.03%
7,963
+1,146
532
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3,898
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534
$494K 0.03%
970
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535
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4,658
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536
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537
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538
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539
$488K 0.03%
2,018
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540
$487K 0.03%
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541
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543
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544
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3,532
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545
$483K 0.03%
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546
$482K 0.03%
31,191
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547
$482K 0.03%
27,816
-1,578
548
$480K 0.03%
+8,605
549
$478K 0.03%
993
-88
550
$476K 0.03%
4,470
+586
20 21
22
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