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
751
$267K 0.01%
2,225
+10
752
$267K 0.01%
3,673
753
$267K 0.01%
3,336
+15
754
$266K 0.01%
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755
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23,594
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756
$266K 0.01%
411
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757
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2,766
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758
$265K 0.01%
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$262K 0.01%
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760
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11,855
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761
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$261K 0.01%
10,471
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763
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765
$258K 0.01%
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766
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769
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$256K 0.01%
3,827
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5,706
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$255K 0.01%
1,523
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$255K 0.01%
4,087
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775
$254K 0.01%
23,975
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29 30
31
32 33