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
776
$253K 0.01%
+12,009
777
$252K 0.01%
9,244
+36
778
$249K 0.01%
+1,641
779
$248K 0.01%
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780
$247K 0.01%
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781
$246K 0.01%
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782
$246K 0.01%
9,608
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783
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786
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789
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$239K 0.01%
16,562
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799
$235K 0.01%
13,054
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800
$234K 0.01%
3,989
-88
30 31
32
33 34