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
$239M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$14.8M
3
+$7.46M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.2M
5
CNI icon
Canadian National Railway
CNI
+$314K

Top Sells

1
+$28.2M
2
+$15.3M
3
+$14.1M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$427K
5
AAPL icon
Apple
AAPL
+$354K

Sector Composition

1 Technology 2.43%
2 Healthcare 1.73%
3 Financials 1.38%
4 Industrials 1.23%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.47%
13,394
-1,436
27
$1.01M 0.42%
9,292
28
$947K 0.4%
2,125
+65
29
$930K 0.39%
32,107
-1,781
30
$922K 0.39%
21,934
+50
31
$872K 0.37%
18,524
-175
32
$856K 0.36%
7,958
+1,662
33
$783K 0.33%
17,578
-50
34
$782K 0.33%
7,184
35
$764K 0.32%
23,355
-1,015
36
$763K 0.32%
4,388
37
$743K 0.31%
9,306
38
$737K 0.31%
4,453
-165
39
$723K 0.3%
14,271
+484
40
$692K 0.29%
7,988
41
$655K 0.27%
8,666
-13
42
$645K 0.27%
5,260
-100
43
$636K 0.27%
17,326
-268
44
$629K 0.26%
11,256
-113
45
$622K 0.26%
41,131
-599
46
$583K 0.24%
4,006
47
$579K 0.24%
2,104
48
$562K 0.24%
19,120
-2,720
49
$562K 0.24%
1,173
-24
50
$515K 0.22%
8,098
+15
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2
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