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
$312M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.1M
3
+$7.64M
4
SH icon
ProShares Short S&P500
SH
+$6.78M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.75M

Top Sells

1
+$16.5M
2
+$10.6M
3
+$6.87M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.57M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$620K

Sector Composition

1 Technology 1.95%
2 Financials 1.6%
3 Healthcare 1.48%
4 Industrials 0.99%
5 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.67%
15,613
+51
27
$1.96M 0.63%
5,228
+300
28
$1.89M 0.61%
20,331
+2
29
$1.6M 0.51%
17,118
-447
30
$1.42M 0.45%
12,990
-498
31
$1.26M 0.4%
9,273
32
$1.19M 0.38%
25,199
+4,475
33
$1.14M 0.37%
11,143
-20
34
$1.08M 0.35%
21,759
-3
35
$1.08M 0.35%
18,404
+207
36
$1.01M 0.32%
7,185
37
$1M 0.32%
4,081
38
$976K 0.31%
15,718
-521
39
$944K 0.3%
23,355
40
$913K 0.29%
25,803
-1,896
41
$908K 0.29%
4,396
+49
42
$820K 0.26%
11,738
+35
43
$807K 0.26%
13,940
-860
44
$806K 0.26%
2,232
+199
45
$780K 0.25%
6,390
+572
46
$775K 0.25%
8,808
47
$752K 0.24%
7,988
48
$720K 0.23%
9,075
+98
49
$685K 0.22%
5,050
-5
50
$669K 0.21%
6,950
-377
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2
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