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
$181M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$17.4M
3
+$1.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$368K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$223K

Top Sells

1
+$23M
2
+$20.1M
3
+$523K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$346K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$287K

Sector Composition

1 Technology 2.54%
2 Healthcare 1.91%
3 Financials 1.56%
4 Industrials 1.2%
5 Consumer Discretionary 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$905K 0.5%
5,485
+1,351
27
$901K 0.5%
4,209
-137
28
$858K 0.47%
22,767
-2,163
29
$815K 0.45%
9,292
-100
30
$785K 0.43%
17,930
-444
31
$760K 0.42%
19,552
-1,986
32
$753K 0.42%
2,099
-286
33
$729K 0.4%
26,255
-1,700
34
$709K 0.39%
4,339
-107
35
$707K 0.39%
6,739
+294
36
$683K 0.38%
14,016
-5,899
37
$642K 0.35%
5,401
38
$595K 0.33%
9,917
39
$561K 0.31%
7,988
40
$553K 0.31%
4,958
+817
41
$533K 0.29%
4,399
-71
42
$527K 0.29%
7,184
43
$524K 0.29%
1,038
-132
44
$522K 0.29%
11,369
-793
45
$505K 0.28%
45,070
-2,930
46
$493K 0.27%
1,228
-105
47
$474K 0.26%
9,650
48
$455K 0.25%
14,975
49
$450K 0.25%
19,880
50
$446K 0.25%
2,118
-52
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