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
$250M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.7M
3
+$7.88M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.75M
5
SH icon
ProShares Short S&P500
SH
+$4.2M

Top Sells

1
+$2.35M
2
+$921K
3
+$537K
4
MMM icon
3M
MMM
+$336K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$332K

Sector Composition

1 Technology 1.78%
2 Healthcare 1.76%
3 Financials 1.24%
4 Industrials 0.9%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.44%
21,489
-1,961
27
$939K 0.38%
34,858
-1,471
28
$937K 0.37%
22,767
29
$916K 0.37%
17,876
-54
30
$879K 0.35%
4,123
-86
31
$868K 0.35%
9,292
32
$860K 0.34%
19,587
+35
33
$775K 0.31%
2,017
-82
34
$772K 0.31%
4,368
+29
35
$763K 0.31%
24,605
-1,650
36
$704K 0.28%
7,988
37
$702K 0.28%
6,595
-144
38
$690K 0.28%
13,770
-246
39
$658K 0.26%
5,263
+305
40
$611K 0.24%
4,495
+96
41
$604K 0.24%
9,306
-611
42
$585K 0.23%
11,369
43
$571K 0.23%
4,588
-813
44
$544K 0.22%
15,901
+926
45
$537K 0.21%
1,213
-15
46
$535K 0.21%
7,184
47
$531K 0.21%
21,840
+1,960
48
$529K 0.21%
3,945
+29
49
$528K 0.21%
996
-42
50
$497K 0.2%
8,029
+50
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2
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