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
$350M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.14M
3
+$7.01M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.79M
5
IAU icon
iShares Gold Trust
IAU
+$6.32M

Top Sells

1
+$9.29M
2
+$8.89M
3
+$950K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$608K
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
CAT icon
51
Caterpillar
CAT
$249B
$784K 0.22%
1,643
DLN icon
52
WisdomTree US LargeCap Dividend Fund
DLN
$5.42B
$745K 0.21%
8,565
-24
MDY icon
53
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$727K 0.21%
1,220
BKCG
54
BNY Mellon Concentrated Growth ETF
BKCG
$123M
$720K 0.21%
20,193
WMT icon
55
Walmart
WMT
$853B
$695K 0.2%
6,740
-11
SDY icon
56
SPDR S&P Dividend ETF
SDY
$20.3B
$670K 0.19%
4,786
-4
XLF icon
57
Financial Select Sector SPDR Fund
XLF
$54.3B
$646K 0.18%
11,998
RSPT icon
58
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.33B
$627K 0.18%
14,071
-746
GOOG icon
59
Alphabet (Google) Class C
GOOG
$3.11T
$597K 0.17%
2,452
-137
FTNT icon
60
Fortinet
FTNT
$65B
$576K 0.16%
6,847
-25
JNJ icon
61
Johnson & Johnson
JNJ
$467B
$562K 0.16%
3,033
-7
DIA icon
62
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
$549K 0.16%
1,184
HD icon
63
Home Depot
HD
$387B
$532K 0.15%
1,314
+1
SDVY icon
64
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$8.77B
$512K 0.15%
13,463
+1,218
T icon
65
AT&T
T
$187B
$507K 0.14%
17,959
+47
XOM icon
66
Exxon Mobil
XOM
$480B
$503K 0.14%
4,460
-134
VIGI icon
67
Vanguard International Dividend Appreciation ETF
VIGI
$8.71B
$488K 0.14%
5,447
+99
GE icon
68
GE Aerospace
GE
$321B
$476K 0.14%
+1,584
XLV icon
69
Health Care Select Sector SPDR Fund
XLV
$35.7B
$473K 0.14%
3,399
+14
F icon
70
Ford
F
$47.7B
$466K 0.13%
38,986
-7,900
AMGN icon
71
Amgen
AMGN
$163B
$458K 0.13%
1,624
IMCB icon
72
iShares Morningstar Mid-Cap ETF
IMCB
$1.2B
$448K 0.13%
5,392
FV icon
73
First Trust Dorsey Wright Focus 5 ETF
FV
$3.73B
$445K 0.13%
7,183
KO icon
74
Coca-Cola
KO
$295B
$438K 0.13%
6,607
+23
IMCG icon
75
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.19B
$410K 0.12%
4,950
1 2
3
4 5