KWM

Kaydan Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.88M
3
+$6.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
IAU icon
iShares Gold Trust
IAU
+$5.66M

Top Sells

1
+$8.86M
2
+$7.87M
3
+$924K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$597K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$230K

Sector Composition

1 Technology 2.26%
2 Financials 1.76%
3 Industrials 1.44%
4 Healthcare 1.11%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.76%
5,124
-104
27
$2.58M 0.74%
10,143
-217
28
$2.47M 0.7%
20,425
+60
29
$2.2M 0.63%
15,488
+22
30
$2.1M 0.6%
5,675
31
$1.58M 0.45%
12,626
-223
32
$1.55M 0.44%
16,272
-710
33
$1.51M 0.43%
9,285
+12
34
$1.49M 0.43%
24,517
-640
35
$1.41M 0.4%
7,185
36
$1.3M 0.37%
4,118
+14
37
$1.27M 0.36%
18,877
+59
38
$1.27M 0.36%
10,841
-239
39
$1.24M 0.35%
8,806
+40
40
$1.15M 0.33%
4,086
41
$1.15M 0.33%
15,636
-18
42
$1.04M 0.3%
7,988
43
$1.03M 0.29%
10,971
-245
44
$1.01M 0.29%
19,336
-108
45
$974K 0.28%
24,726
-626
46
$972K 0.28%
21,505
-1,850
47
$959K 0.27%
8,192
48
$910K 0.26%
11,376
+65
49
$890K 0.25%
12,877
-73
50
$873K 0.25%
8,808
1
2
3 4 5