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
$244M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$8.11M
3 +$6.94M
4
TNET icon
TriNet
TNET
+$345K
5
DIS icon
Walt Disney
DIS
+$238K

Top Sells

1 +$18.5M
2 +$7.95M
3 +$1.11M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$254K
5
CI icon
Cigna
CI
+$225K

Sector Composition

1 Technology 2.19%
2 Healthcare 1.63%
3 Financials 1.14%
4 Industrials 1.11%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$500K 0.21%
8,083
+54
52
$458K 0.19%
6,213
+45
53
$451K 0.18%
954
-42
54
$428K 0.18%
11,671
55
$427K 0.17%
6,424
-278,471
56
$416K 0.17%
1,007
+20
57
$402K 0.16%
1,363
-134
58
$401K 0.16%
6,620
59
$399K 0.16%
4,295
-318
60
$394K 0.16%
1,184
61
$390K 0.16%
20,338
+1,529
62
$385K 0.16%
18,247
+1,036
63
$384K 0.16%
1,677
-55
64
$372K 0.15%
8,253
65
$367K 0.15%
1,975
-40
66
$365K 0.15%
5,880
-33
67
$349K 0.14%
16,949
+1,292
68
$345K 0.14%
+4,281
69
$342K 0.14%
6,954
-489
70
$340K 0.14%
11,349
71
$333K 0.14%
704
-15
72
$327K 0.13%
16,100
+1,438
73
$322K 0.13%
3,558
+362
74
$317K 0.13%
8,362
+2,250
75
$312K 0.13%
2,847
+1,067