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
$293M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.9M
3
+$13.5M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$12.9M
5
IAU icon
iShares Gold Trust
IAU
+$7.14M

Top Sells

1
+$16.1M
2
+$15.6M
3
+$6.59M
4
SH icon
ProShares Short S&P500
SH
+$4.24M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$580K

Sector Composition

1 Technology 1.86%
2 Healthcare 1.59%
3 Financials 1.49%
4 Industrials 1.22%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.58%
4,927
+483
27
$1.67M 0.57%
20,020
-517
28
$1.53M 0.52%
2,918
+386
29
$1.22M 0.41%
12,252
-228
30
$1.19M 0.41%
9,292
31
$1.11M 0.38%
18,349
-561
32
$1.05M 0.36%
18,651
+206
33
$1.04M 0.35%
22,824
+4,075
34
$1.02M 0.35%
20,963
-228
35
$996K 0.34%
7,988
36
$970K 0.33%
7,184
37
$968K 0.33%
29,481
-147
38
$914K 0.31%
4,388
39
$898K 0.31%
23,355
40
$881K 0.3%
16,381
-389
41
$800K 0.27%
3,993
+8
42
$792K 0.27%
8,808
-460
43
$702K 0.24%
5,349
+231
44
$697K 0.24%
10,859
45
$689K 0.24%
4,358
+21
46
$685K 0.23%
2,033
-150
47
$684K 0.23%
1,229
+68
48
$628K 0.21%
5,447
+1,527
49
$625K 0.21%
47,051
-351
50
$615K 0.21%
1,677
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