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
$339M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.2M
3
+$7.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7M
5
PSQ icon
ProShares Short QQQ
PSQ
+$5.65M

Top Sells

1
+$15.5M
2
+$399K
3
+$378K
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$282K
5
IAU icon
iShares Gold Trust
IAU
+$208K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.47%
3 Financials 1.3%
4 Industrials 1.04%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.57%
20,278
+280
27
$1.69M 0.5%
14,465
-116
28
$1.62M 0.48%
17,746
-1,824
29
$1.29M 0.38%
9,273
-19
30
$1.22M 0.36%
11,703
-539
31
$1.14M 0.34%
17,595
-299
32
$1.13M 0.33%
22,093
+393
33
$1.09M 0.32%
7,185
+1
34
$1.06M 0.31%
23,549
-1,146
35
$1.05M 0.31%
17,792
-303
36
$1.01M 0.3%
28,942
-464
37
$990K 0.29%
4,383
-5
38
$949K 0.28%
23,355
39
$940K 0.28%
15,997
-160
40
$861K 0.25%
4,081
41
$854K 0.25%
8,808
42
$835K 0.25%
11,673
43
$800K 0.24%
7,988
44
$770K 0.23%
2,052
+19
45
$713K 0.21%
5,674
+124
46
$704K 0.21%
4,957
-21
47
$702K 0.21%
4,119
48
$700K 0.21%
1,229
49
$684K 0.2%
8,702
+231
50
$672K 0.2%
4,145
-141
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2
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