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
$246M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.6M
3
+$15M
4
VTV icon
Vanguard Value ETF
VTV
+$7.06M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.53M

Top Sells

1
+$29.9M
2
+$14.2M
3
+$8.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.71M
5
PSQ icon
ProShares Short QQQ
PSQ
+$7.06M

Sector Composition

1 Technology 2.22%
2 Healthcare 1.72%
3 Financials 1.54%
4 Industrials 1.32%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.62%
14,536
-529
27
$1.49M 0.61%
19,894
-170
28
$1.38M 0.56%
4,444
+40
29
$1.21M 0.49%
2,532
+343
30
$1.13M 0.46%
12,480
-497
31
$1.1M 0.45%
18,910
-652
32
$1.08M 0.44%
9,292
33
$968K 0.39%
21,191
-376
34
$953K 0.39%
18,445
+145
35
$895K 0.36%
29,628
-1,240
36
$882K 0.36%
7,184
37
$866K 0.35%
7,988
38
$845K 0.34%
4,388
39
$822K 0.33%
23,355
40
$810K 0.33%
16,770
-198
41
$787K 0.32%
9,268
42
$680K 0.28%
4,337
-116
43
$678K 0.28%
3,985
-21
44
$673K 0.27%
18,749
+7,647
45
$662K 0.27%
2,183
46
$641K 0.26%
10,859
-120
47
$640K 0.26%
5,118
-177
48
$589K 0.24%
1,161
49
$578K 0.23%
47,402
+7,192
50
$515K 0.21%
7,752
-220
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