KPWS
Kestra Private Wealth Services Portfolio holdings
AUM
$6.95B
This Quarter Return
+10.53%
1 Year Return
+19.42%
3 Year Return
+71.95%
5 Year Return
+124.89%
10 Year Return
–
AUM
$3.92B
AUM Growth
+$3.92B
(+23%)
Cap. Flow
+$428M
Cap. Flow
% of AUM
10.92%
Top 10 Holdings %
Top 10 Hldgs %
17.84%
Holding
1,312
New
144
Increased
626
Reduced
389
Closed
93
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 15.62% |
| 2 | Financials | 7.86% |
| 3 | Consumer Discretionary | 6.38% |
| 4 | Healthcare | 5.84% |
| 5 | Industrials | 5.22% |