KPWS

Kestra Private Wealth Services Portfolio holdings

AUM $8.04B
1-Year Est. Return 23.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$4.72M
3
+$4.62M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$4.33M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$3.6M

Top Sells

1
+$6.68M
2
+$3.04M
3
+$2.26M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.99M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.92M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 9.44%
3 Financials 8.84%
4 Healthcare 7.21%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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