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
$226M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$6.78M
3
+$809K
4
GM icon
General Motors
GM
+$615K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$326K

Top Sells

1
+$14.7M
2
+$13.9M
3
+$7.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$455K

Sector Composition

1 Technology 2.76%
2 Healthcare 1.86%
3 Financials 1.59%
4 Consumer Discretionary 1.46%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.27%
4,470
+119
52
$583K 0.26%
20,180
+640
53
$574K 0.25%
14,975
-383,169
54
$521K 0.23%
7,928
+805
55
$502K 0.22%
7,345
56
$502K 0.22%
1,208
-4
57
$483K 0.21%
3,881
58
$470K 0.21%
1,569
-2
59
$460K 0.2%
3,590
+142
60
$455K 0.2%
21,552
-1,024
61
$451K 0.2%
6,702
-2,133
62
$437K 0.19%
1,224
+28
63
$425K 0.19%
11,349
64
$415K 0.18%
19,688
-1,179
65
$412K 0.18%
3,006
-56
66
$411K 0.18%
1,184
-50
67
$401K 0.18%
2,185
+55
68
$399K 0.18%
1,697
-249
69
$399K 0.18%
3,954
+605
70
$398K 0.18%
1,786
71
$396K 0.17%
8,307
72
$392K 0.17%
8,322
-165
73
$391K 0.17%
7,875
+141
74
$385K 0.17%
4,656
75
$378K 0.17%
6,090
1 2
3
4 5