KWM

Kaydan Wealth Management Portfolio holdings

AUM $346M
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
-$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.9M
3
+$20.4M
4
OEF icon
iShares S&P 100 ETF
OEF
+$4.27M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.96M

Top Sells

1
+$20.2M
2
+$20M
3
+$14.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.3M
5
PSQ icon
ProShares Short QQQ
PSQ
+$11.5M

Sector Composition

1 Technology 2.38%
2 Financials 1.77%
3 Healthcare 1.41%
4 Industrials 1.19%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.73%
20,365
+34
27
$2.13M 0.7%
10,360
+229
28
$2.05M 0.67%
15,466
-147
29
$1.59M 0.52%
16,982
-136
30
$1.48M 0.48%
12,849
-141
31
$1.4M 0.46%
9,273
32
$1.24M 0.41%
7,185
33
$1.24M 0.41%
25,157
-42
34
$1.22M 0.4%
11,080
-63
35
$1.19M 0.39%
4,104
+23
36
$1.18M 0.39%
18,818
+414
37
$1.11M 0.36%
8,766
-26
38
$1.08M 0.35%
15,654
-64
39
$1.02M 0.33%
11,216
-36,816
40
$987K 0.32%
23,355
41
$975K 0.32%
19,444
-2,315
42
$928K 0.3%
25,352
-451
43
$907K 0.3%
7,988
44
$893K 0.29%
4,086
+17
45
$870K 0.28%
2,048
-184
46
$838K 0.27%
11,311
-427
47
$830K 0.27%
12,950
-990
48
$826K 0.27%
8,808
49
$727K 0.24%
6,872
-78
50
$706K 0.23%
8,589
-486
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2
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