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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$29.4M
3
+$26M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.7%
2 Healthcare 1.65%
3 Consumer Discretionary 1.4%
4 Financials 1.32%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$628K 0.24%
+8,835
52
$613K 0.23%
+4,351
53
$603K 0.23%
+1,201
54
$576K 0.22%
+3,881
55
$528K 0.2%
+7,345
56
$507K 0.19%
+1,946
57
$484K 0.18%
+22,576
58
$474K 0.18%
+3,062
59
$471K 0.18%
+8,487
60
$470K 0.18%
+7,123
61
$456K 0.17%
+20,867
62
$448K 0.17%
+1,234
63
$445K 0.17%
+3,448
64
$430K 0.16%
+1,196
65
$427K 0.16%
+11,349
66
$422K 0.16%
+19,252
67
$421K 0.16%
+5,742
68
$416K 0.16%
+1,212
69
$408K 0.15%
+8,307
70
$407K 0.15%
+19,036
71
$406K 0.15%
+4,656
72
$401K 0.15%
+2,130
73
$391K 0.15%
+18,480
74
$388K 0.15%
+2,757
75
$379K 0.14%
+4,448
1 2
3
4 5