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
$8.04B
AUM Growth
+$386M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,807
New
Increased
Reduced
Closed

Top Buys

1 +$8.46M
2 +$7.81M
3 +$6.14M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$5.77M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$5.76M

Top Sells

1 +$11.2M
2 +$7.84M
3 +$5.77M
4
AMZN icon
Amazon
AMZN
+$5.24M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.81M

Sector Composition

1 Technology 16.91%
2 Financials 7.73%
3 Consumer Discretionary 5.8%
4 Communication Services 4.89%
5 Industrials 4.75%