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
151
$2.77M 0.15%
101,592
+520
152
$2.77M 0.15%
102,035
+2,235
153
$2.75M 0.15%
100,550
+22,578
154
$2.75M 0.15%
49,087
+2,808
155
$2.74M 0.15%
57,245
+44,421
156
$2.73M 0.15%
18,430
-7,507
157
$2.67M 0.15%
41,638
-359
158
$2.67M 0.15%
90,952
+5,524
159
$2.64M 0.15%
16,991
-196
160
$2.6M 0.15%
23,242
+19,307
161
$2.55M 0.14%
17,062
+198
162
$2.53M 0.14%
49,204
+11,903
163
$2.52M 0.14%
6,771
+661
164
$2.51M 0.14%
15,134
-205
165
$2.51M 0.14%
86,889
166
$2.49M 0.14%
41,169
+1,663
167
$2.48M 0.14%
6,433
+1,763
168
$2.47M 0.14%
45,227
-2,690
169
$2.43M 0.14%
34,566
+1,619
170
$2.42M 0.14%
8,982
+529
171
$2.39M 0.13%
13,333
+218
172
$2.38M 0.13%
41,751
+1,539
173
$2.37M 0.13%
85,553
+1,668
174
$2.33M 0.13%
36,396
-14
175
$2.28M 0.13%
+200,000
5 6
7
8 9