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
$301M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$6.27M
3
+$502K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$344K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$288K

Top Sells

1
+$14.3M
2
+$11M
3
+$7.5M
4
IAU icon
iShares Gold Trust
IAU
+$7.3M
5
VTV icon
Vanguard Value ETF
VTV
+$6.82M

Sector Composition

1 Technology 2.2%
2 Financials 1.73%
3 Healthcare 1.37%
4 Industrials 1.21%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.68%
15,562
+434
27
$1.56M 0.52%
13,488
-977
28
$1.56M 0.52%
17,565
-181
29
$1.33M 0.44%
9,273
30
$1.16M 0.39%
11,163
-540
31
$1.15M 0.38%
7,185
32
$1.11M 0.37%
21,762
-331
33
$1.1M 0.37%
20,724
-2,825
34
$1.08M 0.36%
18,197
+405
35
$1.01M 0.34%
4,347
-36
36
$978K 0.33%
4,081
37
$957K 0.32%
16,239
-1,356
38
$942K 0.31%
23,355
39
$941K 0.31%
27,699
-1,243
40
$893K 0.3%
14,800
-1,197
41
$822K 0.27%
11,703
+30
42
$817K 0.27%
8,808
43
$816K 0.27%
2,033
-19
44
$759K 0.25%
7,988
45
$748K 0.25%
5,818
+144
46
$704K 0.23%
1,236
+7
47
$698K 0.23%
8,977
+275
48
$692K 0.23%
7,327
-445
49
$678K 0.23%
4,069
-50
50
$668K 0.22%
5,055
+98
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