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
$180M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$28.7M
3
+$16.1M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.94M
5
FTNT icon
Fortinet
FTNT
+$130K

Top Sells

1
+$34M
2
+$24.2M
3
+$14.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.15M

Sector Composition

1 Technology 2.81%
2 Healthcare 2.12%
3 Financials 1.65%
4 Industrials 1.32%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 0.54%
24,930
+125
27
$969K 0.54%
4,346
-374
28
$963K 0.54%
18,374
-86
29
$949K 0.53%
16,125
-1,814
30
$904K 0.5%
2,385
-160
31
$881K 0.49%
21,538
+911
32
$867K 0.48%
9,392
-40
33
$829K 0.46%
27,955
-4,255
34
$789K 0.44%
4,446
35
$734K 0.41%
6,445
-340
36
$700K 0.39%
4,134
-33
37
$687K 0.38%
5,401
-122
38
$687K 0.38%
10,006
+247
39
$656K 0.37%
7,988
40
$632K 0.35%
9,917
-575
41
$608K 0.34%
12,162
-283
42
$605K 0.34%
5,369
+10
43
$601K 0.33%
1,170
-51
44
$574K 0.32%
7,184
45
$573K 0.32%
4,470
46
$551K 0.31%
1,333
47
$546K 0.3%
9,650
+2,305
48
$534K 0.3%
48,000
+11,668
49
$492K 0.27%
4,141
+551
50
$475K 0.26%
2,170
-37
1
2
3 4 5