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
$1.15B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.98%
2 Consumer Discretionary 9.55%
3 Financials 7.47%
4 Healthcare 7.44%
5 Communication Services 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$22K ﹤0.01%
+2,100
677
$19K ﹤0.01%
+27,200
678
$18K ﹤0.01%
+1,550
679
0
680
$11K ﹤0.01%
+11,000
681
$10K ﹤0.01%
+10,000
682
$9K ﹤0.01%
+1,000
683
$4K ﹤0.01%
+10,000