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
726
$285K 0.02%
12,802
-2,093
727
$285K 0.02%
19,687
-1,019
728
$284K 0.02%
+5,748
729
$284K 0.02%
+7,013
730
$284K 0.02%
5,108
+258
731
$282K 0.02%
2,220
-191
732
$281K 0.02%
12,388
733
$281K 0.02%
4,130
+1,104
734
$279K 0.02%
10,835
-460
735
$278K 0.02%
+457
736
$278K 0.02%
2,443
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737
$277K 0.02%
2,531
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738
$275K 0.02%
16,517
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739
$274K 0.02%
13,979
-1,760
740
$274K 0.02%
+4,919
741
$273K 0.02%
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742
$273K 0.02%
14,034
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743
$273K 0.02%
5,545
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744
$273K 0.02%
2,746
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745
$273K 0.02%
28,070
746
$272K 0.02%
5,326
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747
$272K 0.02%
4,753
-23
748
$269K 0.02%
7,340
+1,988
749
$268K 0.02%
9,604
+129
750
$267K 0.01%
1,150
-523
28 29
30
31 32