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
$282M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.82M
3
+$6.76M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.74M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.73M

Top Sells

1
+$21.3M
2
+$10.8M
3
+$7.25M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.2M
5
PSQ icon
ProShares Short QQQ
PSQ
+$6.88M

Sector Composition

1 Technology 2.16%
2 Healthcare 1.54%
3 Financials 1.51%
4 Industrials 1.12%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.66%
15,290
-461
27
$1.76M 0.62%
3,208
+290
28
$1.64M 0.58%
19,570
-450
29
$1.58M 0.56%
14,581
-196,712
30
$1.23M 0.44%
9,292
31
$1.19M 0.42%
12,242
-10
32
$1.15M 0.41%
24,695
+1,871
33
$1.08M 0.38%
7,184
34
$1.08M 0.38%
17,894
-455
35
$1.01M 0.36%
21,700
+737
36
$993K 0.35%
4,388
37
$991K 0.35%
18,095
-556
38
$982K 0.35%
29,406
-75
39
$900K 0.32%
16,157
-224
40
$886K 0.31%
23,355
41
$864K 0.31%
7,988
42
$825K 0.29%
4,081
+88
43
$765K 0.27%
11,673
+814
44
$763K 0.27%
8,808
45
$741K 0.26%
2,033
46
$659K 0.23%
5,550
+103
47
$658K 0.23%
1,229
48
$633K 0.22%
4,978
-371
49
$626K 0.22%
4,286
-72
50
$626K 0.22%
49,896
+2,845
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