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
$244M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.11M
3
+$6.94M
4
TNET icon
TriNet
TNET
+$345K
5
DIS icon
Walt Disney
DIS
+$238K

Top Sells

1
+$18.5M
2
+$7.95M
3
+$1.11M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$254K
5
CI icon
Cigna
CI
+$225K

Sector Composition

1 Technology 2.19%
2 Healthcare 1.63%
3 Financials 1.14%
4 Industrials 1.11%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$981K 0.4%
33,888
-970
27
$930K 0.38%
9,292
28
$897K 0.37%
21,884
-883
29
$847K 0.35%
2,060
+43
30
$839K 0.34%
18,699
-888
31
$764K 0.31%
24,370
-235
32
$731K 0.3%
17,628
-26,711
33
$718K 0.29%
17,594
-282
34
$716K 0.29%
4,618
+250
35
$702K 0.29%
13,787
+17
36
$694K 0.28%
6,296
-299
37
$687K 0.28%
9,306
38
$667K 0.27%
7,184
39
$664K 0.27%
7,988
40
$663K 0.27%
5,360
+97
41
$663K 0.27%
4,388
-200
42
$603K 0.25%
21,840
43
$602K 0.25%
11,369
44
$582K 0.24%
4,495
45
$577K 0.24%
8,679
46
$549K 0.23%
1,197
-16
47
$526K 0.22%
41,730
-88
48
$522K 0.21%
4,006
+61
49
$514K 0.21%
2,104
50
$511K 0.21%
15,901
1
2
3 4