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
626
$377K 0.02%
2,452
627
$376K 0.02%
11,795
+170
628
$374K 0.02%
9,415
+1,869
629
$370K 0.02%
20,486
+1,052
630
$369K 0.02%
14,459
-3,127
631
$368K 0.02%
6,059
+1
632
$368K 0.02%
99,458
633
$367K 0.02%
5,337
+869
634
$366K 0.02%
3,806
+526
635
$365K 0.02%
+933
636
$364K 0.02%
5,754
-440
637
$363K 0.02%
3,709
+255
638
$363K 0.02%
1,388
+350
639
$358K 0.02%
+2,431
640
$357K 0.02%
3,995
-270
641
$355K 0.02%
+15,068
642
$355K 0.02%
3,213
643
$354K 0.02%
1,118
+177
644
$353K 0.02%
13,822
+71
645
$353K 0.02%
1,261
+149
646
$352K 0.02%
1,820
+179
647
$352K 0.02%
11,588
+1,325
648
$351K 0.02%
+725
649
$348K 0.02%
6,188
-185
650
$343K 0.02%
870
+15
24 25
26
27 28