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
$1.97B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,017
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.97%
2 Financials 8.81%
3 Healthcare 7.68%
4 Consumer Discretionary 6.77%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
-6,589
902
-4,400
903
-287,702
904
-16,298
905
-10,000
906
-3,296
907
-3,863
908
-5,816
909
-1,720
910
-839
911
-946
912
-2,367
913
-364,409
914
-1,731
915
-4,481
916
-2,650
917
-6,538
918
-5,301
919
-8,270
920
-19,257
921
-3,285
922
-9,727
923
-10,062
924
-4,907
925
-10,076