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
$181M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$17.4M
3
+$1.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$368K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$223K

Top Sells

1
+$23M
2
+$20.1M
3
+$523K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$346K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$287K

Sector Composition

1 Technology 2.54%
2 Healthcare 1.91%
3 Financials 1.56%
4 Industrials 1.2%
5 Consumer Discretionary 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.24%
7,979
+463
52
$434K 0.24%
20,809
-710
53
$421K 0.23%
6,790
-3,216
54
$413K 0.23%
1,497
-52
55
$409K 0.23%
3,916
-1,453
56
$408K 0.23%
1,223
+22
57
$388K 0.21%
19,042
-610
58
$357K 0.2%
6,620
59
$340K 0.19%
1,184
60
$336K 0.19%
3,637
61
$334K 0.18%
8,147
62
$331K 0.18%
5,913
-176
63
$328K 0.18%
7,593
-270
64
$320K 0.18%
15,086
+1
65
$319K 0.18%
2,062
-122
66
$302K 0.17%
11,349
67
$294K 0.16%
2,332
-90
68
$289K 0.16%
1,761
69
$282K 0.16%
4,613
-43
70
$278K 0.15%
719
71
$258K 0.14%
3,245
-1,145
72
$255K 0.14%
2,639
-120
73
$250K 0.14%
12,558
-954
74
$249K 0.14%
4,950
75
$233K 0.13%
821
-402
1 2
3
4