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
176
$2.27M 0.13%
15,468
+428
177
$2.25M 0.13%
24,654
+1,048
178
$2.23M 0.12%
32,842
+1,769
179
$2.23M 0.12%
108,310
-3,518
180
$2.21M 0.12%
19,285
+1,404
181
$2.21M 0.12%
41,400
-482
182
$2.21M 0.12%
+30,798
183
$2.18M 0.12%
269,155
-3,637
184
$2.18M 0.12%
41,819
+3,536
185
$2.18M 0.12%
36,808
+453
186
$2.15M 0.12%
18,105
+1,923
187
$2.14M 0.12%
33,556
+2,042
188
$2.14M 0.12%
14,294
+1,328
189
$2.13M 0.12%
29,392
+8,213
190
$2.13M 0.12%
56,627
+166
191
$2.1M 0.12%
10,723
+817
192
$2.1M 0.12%
44,518
+2,769
193
$2.09M 0.12%
52,831
+5,261
194
$2.07M 0.12%
31,360
+4,463
195
$2.06M 0.11%
49,516
-11,842
196
$2.04M 0.11%
10,152
-70
197
$2.03M 0.11%
38,448
+7,691
198
$2.02M 0.11%
23,666
-773
199
$2.02M 0.11%
20,675
+72
200
$1.97M 0.11%
95,874
-2,500
6 7
8
9 10