KWM

Kaydan Wealth Management Portfolio holdings

AUM $350M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$29.4M
3
+$26M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.7%
2 Healthcare 1.65%
3 Consumer Discretionary 1.4%
4 Financials 1.32%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.59%
+26,411
27
$1.54M 0.58%
+4,798
28
$1.52M 0.58%
+5,675
29
$1.41M 0.53%
+24,880
30
$1.37M 0.52%
+24,085
31
$1.14M 0.43%
+9,632
32
$1.13M 0.43%
+32,800
33
$1.09M 0.41%
+18,539
34
$1.06M 0.4%
+23,901
35
$1.02M 0.39%
+19,745
36
$960K 0.36%
+5,523
37
$906K 0.34%
+11,901
38
$900K 0.34%
+7,988
39
$872K 0.33%
+6,753
40
$835K 0.32%
+3,755
41
$829K 0.31%
+5,237
42
$825K 0.31%
+7,184
43
$816K 0.31%
+9,550
44
$786K 0.3%
+1,518
45
$774K 0.29%
+37,278
46
$761K 0.29%
+4,446
47
$733K 0.28%
+12,378
48
$721K 0.27%
+2,358
49
$652K 0.25%
+1,571
50
$633K 0.24%
+19,540
1
2
3 4 5