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
851
$202K 0.01%
14,201
+1,889
852
$202K 0.01%
+5,569
853
$202K 0.01%
+1,191
854
$201K 0.01%
28,030
855
$201K 0.01%
4,526
-309
856
$201K 0.01%
+3,742
857
$201K 0.01%
+572
858
$200K 0.01%
+2,226
859
$200K 0.01%
4,701
-9
860
$197K 0.01%
+13,954
861
$197K 0.01%
21,034
-4,036
862
$191K 0.01%
+10,000
863
$189K 0.01%
14,881
-2,150
864
$184K 0.01%
16,177
865
$182K 0.01%
13,074
866
$181K 0.01%
23,044
+5,086
867
$181K 0.01%
11,933
+173
868
$180K 0.01%
13,526
-394
869
$178K 0.01%
19,167
+106
870
$177K 0.01%
12,666
+44
871
$176K 0.01%
15,300
+2,400
872
$174K 0.01%
14,785
873
$172K 0.01%
11,528
874
$170K 0.01%
22,562
-3,650
875
$169K 0.01%
26,959
-3,000
33 34
35
36 37