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
$226M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$6.78M
3
+$809K
4
GM icon
General Motors
GM
+$615K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$326K

Top Sells

1
+$14.7M
2
+$13.9M
3
+$7.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$455K

Sector Composition

1 Technology 2.76%
2 Healthcare 1.86%
3 Financials 1.59%
4 Consumer Discretionary 1.46%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.67%
28,455
+3,575
27
$1.52M 0.67%
5,675
28
$1.36M 0.6%
4,720
-78
29
$1.31M 0.58%
24,736
+651
30
$1.25M 0.55%
17,939
-88,405
31
$1.15M 0.51%
2,545
-30,670
32
$1.1M 0.49%
24,805
+904
33
$1.1M 0.49%
32,210
-590
34
$1.05M 0.46%
9,432
-200
35
$1.01M 0.45%
20,627
+882
36
$956K 0.42%
18,460
-79
37
$878K 0.39%
5,523
38
$855K 0.38%
4,167
+412
39
$845K 0.37%
6,785
+32
40
$804K 0.36%
7,988
41
$788K 0.35%
4,446
42
$784K 0.35%
10,492
-1,409
43
$771K 0.34%
9,759
+209
44
$740K 0.33%
7,184
45
$731K 0.32%
5,359
+122
46
$703K 0.31%
12,445
+67
47
$654K 0.29%
1,333
-185
48
$623K 0.28%
1,221
+20
49
$614K 0.27%
36,332
-946
50
$613K 0.27%
2,207
-151
1
2
3 4 5