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
701
$304K 0.02%
8,135
+800
702
$304K 0.02%
2,420
-4,250
703
$303K 0.02%
6,581
-99
704
$303K 0.02%
587
+145
705
$302K 0.02%
852
-21
706
$301K 0.02%
9,489
-66,254
707
$301K 0.02%
10,090
708
$300K 0.02%
11,944
709
$298K 0.02%
5,982
-573
710
$298K 0.02%
13,587
+144
711
$298K 0.02%
5,436
+1,302
712
$297K 0.02%
4,429
-8,222
713
$296K 0.02%
1,879
-326
714
$295K 0.02%
+6,765
715
$294K 0.02%
3,137
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716
$291K 0.02%
4,904
-7,205
717
$291K 0.02%
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718
$291K 0.02%
2,204
-443
719
$290K 0.02%
+9,631
720
$290K 0.02%
9,055
+480
721
$290K 0.02%
6,502
-697
722
$288K 0.02%
9,649
-1,763
723
$288K 0.02%
15,934
+179
724
$288K 0.02%
2,815
-104
725
$285K 0.02%
2,155
+174
27 28
29
30 31