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
876
$167K 0.01%
13,700
877
$163K 0.01%
11,988
+137
878
$162K 0.01%
10,733
+10
879
$157K 0.01%
+10,050
880
$154K 0.01%
+11,575
881
$153K 0.01%
11,500
882
$150K 0.01%
+34,379
883
$149K 0.01%
14,438
+1,077
884
$149K 0.01%
12,192
+192
885
$146K 0.01%
+10,120
886
$144K 0.01%
32,540
-4,198
887
$138K 0.01%
+15,999
888
$135K 0.01%
11,000
889
$123K 0.01%
19,871
+1,200
890
$123K 0.01%
11,383
+192
891
$122K 0.01%
15,014
892
$122K 0.01%
+10,646
893
$122K 0.01%
22,850
+5,000
894
$121K 0.01%
13,300
895
$118K 0.01%
20,822
896
$116K 0.01%
19,164
897
$113K 0.01%
12,942
+12
898
$111K 0.01%
11,125
+48
899
$110K 0.01%
12,111
+238
900
$105K 0.01%
14,692
34 35
36
37 38