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
$180M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$28.7M
3
+$16.1M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.94M
5
FTNT icon
Fortinet
FTNT
+$130K

Top Sells

1
+$34M
2
+$24.2M
3
+$14.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.15M

Sector Composition

1 Technology 2.81%
2 Healthcare 2.12%
3 Financials 1.65%
4 Industrials 1.32%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.26%
14,975
52
$470K 0.26%
19,880
-300
53
$451K 0.25%
21,519
-33
54
$444K 0.25%
7,516
-412
55
$425K 0.24%
1,549
-20
56
$408K 0.23%
19,652
-36
57
$394K 0.22%
3,637
-244
58
$386K 0.21%
1,223
-1
59
$383K 0.21%
6,089
-1
60
$373K 0.21%
6,620
-82
61
$368K 0.2%
4,390
+436
62
$364K 0.2%
1,184
63
$360K 0.2%
1,201
-7
64
$348K 0.19%
2,422
65
$337K 0.19%
8,147
-160
66
$336K 0.19%
2,184
-1
67
$330K 0.18%
11,349
68
$325K 0.18%
4,656
69
$320K 0.18%
15,085
-1,433
70
$319K 0.18%
7,863
-12
71
$315K 0.18%
1,761
-25
72
$309K 0.17%
719
73
$300K 0.17%
2,759
+1
74
$276K 0.15%
13,512
-4,443
75
$274K 0.15%
2,903
-103
1 2
3
4 5