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
$251M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$14.5M
3
+$14.3M
4
VTV icon
Vanguard Value ETF
VTV
+$14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.14M

Top Sells

1
+$28.2M
2
+$14.1M
3
+$9.19M
4
SH icon
ProShares Short S&P500
SH
+$7.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.49M

Sector Composition

1 Technology 1.99%
2 Healthcare 1.6%
3 Financials 1.29%
4 Industrials 1.2%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.48%
4,404
-47
27
$1.05M 0.42%
12,977
-417
28
$1.05M 0.42%
19,562
-626
29
$971K 0.39%
9,292
30
$940K 0.38%
2,189
+64
31
$883K 0.35%
21,567
-367
32
$880K 0.35%
30,868
-1,239
33
$841K 0.34%
18,300
-224
34
$762K 0.3%
7,988
35
$754K 0.3%
7,184
36
$743K 0.3%
23,355
37
$735K 0.29%
16,968
-610
38
$719K 0.29%
4,388
39
$703K 0.28%
9,268
-38
40
$694K 0.28%
4,453
41
$609K 0.24%
5,295
+35
42
$594K 0.24%
10,979
-277
43
$581K 0.23%
4,006
44
$581K 0.23%
2,183
+79
45
$578K 0.23%
11,815
-2,456
46
$564K 0.23%
17,011
-315
47
$530K 0.21%
1,161
-12
48
$508K 0.2%
8,653
-13
49
$499K 0.2%
40,210
-921
50
$499K 0.2%
17,733
-1,387
1
2
3 4