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
$250M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.7M
3
+$7.88M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.75M
5
SH icon
ProShares Short S&P500
SH
+$4.2M

Top Sells

1
+$2.35M
2
+$921K
3
+$537K
4
MMM icon
3M
MMM
+$336K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$332K

Sector Composition

1 Technology 1.78%
2 Healthcare 1.76%
3 Financials 1.24%
4 Industrials 0.9%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$486K 0.19%
41,818
-3,252
52
$473K 0.19%
1,497
53
$451K 0.18%
2,104
-14
54
$429K 0.17%
6,168
-622
55
$424K 0.17%
8,679
-971
56
$423K 0.17%
987
-236
57
$415K 0.17%
1,732
-29
58
$393K 0.16%
11,671
-27,390
59
$392K 0.16%
1,184
60
$388K 0.16%
6,620
61
$384K 0.15%
8,253
+106
62
$377K 0.15%
4,613
63
$376K 0.15%
5,913
64
$361K 0.14%
17,211
-3,598
65
$356K 0.14%
18,809
+7,442
66
$352K 0.14%
7,443
-150
67
$352K 0.14%
11,349
68
$350K 0.14%
719
69
$333K 0.13%
2,015
-47
70
$333K 0.13%
2,195
-137
71
$321K 0.13%
15,657
-3,385
72
$318K 0.13%
+4,702
73
$295K 0.12%
14,662
+2,104
74
$291K 0.12%
838
+17
75
$271K 0.11%
3,196
-49
1 2
3
4