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
826
$215K 0.01%
3,057
827
$213K 0.01%
+6,996
828
$213K 0.01%
+8,987
829
$212K 0.01%
+2,565
830
$212K 0.01%
1,964
+17
831
$211K 0.01%
+3,641
832
$211K 0.01%
3,221
+5
833
$211K 0.01%
2,616
-53
834
$211K 0.01%
5,245
-15,107
835
$210K 0.01%
21,436
+171
836
$210K 0.01%
+2,700
837
$210K 0.01%
1,759
-100
838
$210K 0.01%
+7,419
839
$209K 0.01%
+2,435
840
$209K 0.01%
1,687
-314
841
$206K 0.01%
+2,273
842
$205K 0.01%
13,847
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843
$205K 0.01%
1,128
-288
844
$204K 0.01%
2,702
845
$204K 0.01%
+4,460
846
$204K 0.01%
+658
847
$203K 0.01%
11,828
+27
848
$203K 0.01%
+2,089
849
$203K 0.01%
1,964
+71
850
$203K 0.01%
+981
32 33
34
35 36