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
76
$5.24M 0.29%
241,592
+24,659
77
$5.15M 0.29%
38,057
+12,693
78
$5.15M 0.29%
13,177
+1,552
79
$5.12M 0.29%
8,900
+1,179
80
$5.07M 0.28%
14,086
+179
81
$5.05M 0.28%
38,130
+230
82
$5.05M 0.28%
25,747
+1,416
83
$5.02M 0.28%
95,680
+2,884
84
$4.98M 0.28%
45,074
+13,324
85
$4.96M 0.28%
38,482
+1,230
86
$4.94M 0.28%
92,949
+2,187
87
$4.84M 0.27%
+150,900
88
$4.72M 0.26%
213,319
+18,342
89
$4.7M 0.26%
230,244
-51,839
90
$4.69M 0.26%
24,420
+2,327
91
$4.63M 0.26%
97,571
+58,199
92
$4.63M 0.26%
59,315
-1,974
93
$4.54M 0.25%
46,735
-150
94
$4.51M 0.25%
19,126
+1,744
95
$4.51M 0.25%
99,090
+6,531
96
$4.44M 0.25%
56,575
+5,725
97
$4.42M 0.25%
83,042
-104
98
$4.41M 0.25%
33,166
+1,488
99
$4.35M 0.24%
73,509
+5,194
100
$4.35M 0.24%
+70,000
2 3
4
5 6