KPWS
Kestra Private Wealth Services Portfolio holdings
AUM
$8.04B
1-Year Est. Return
23.6%
This Fund
S&P 500
1 Year Est. Return
+23.6%
AUM
$7.66B
AUM Growth
+$706M
(+10%)
Holding
1,764
Top Buys
| 1 | +$35.6M | |
| 2 | +$11.1M | |
| 3 | +$11M | |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$6.33M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$6.3M |
Top Sells
| 1 | +$12M | |
| 2 | +$10.2M | |
| 3 | +$9.43M | |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$5.64M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$4.44M |
Sector Composition
| 1 | Technology | 17.32% |
| 2 | Financials | 7.76% |
| 3 | Consumer Discretionary | 6.17% |
| 4 | Industrials | 4.67% |
| 5 | Communication Services | 4.63% |
