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
$239M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$14.8M
3
+$7.46M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.2M
5
CNI icon
Canadian National Railway
CNI
+$314K

Top Sells

1
+$28.2M
2
+$15.3M
3
+$14.1M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$427K
5
AAPL icon
Apple
AAPL
+$354K

Sector Composition

1 Technology 2.43%
2 Healthcare 1.73%
3 Financials 1.38%
4 Industrials 1.23%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$515K 0.22%
3,880
-615
52
$511K 0.21%
4,295
53
$469K 0.2%
13,924
-1,977
54
$464K 0.19%
12,043
+372
55
$434K 0.18%
5,774
-439
56
$433K 0.18%
901
-53
57
$419K 0.18%
6,620
58
$413K 0.17%
1,677
59
$409K 0.17%
1,316
-47
60
$407K 0.17%
1,005
-2
61
$407K 0.17%
1,184
62
$407K 0.17%
4,281
63
$387K 0.16%
8,253
64
$387K 0.16%
11,349
65
$386K 0.16%
18,248
+1
66
$367K 0.15%
3,747
+189
67
$360K 0.15%
6,864
-90
68
$356K 0.15%
1,975
69
$354K 0.15%
5,880
70
$350K 0.15%
4,702
71
$349K 0.15%
16,950
+1
72
$348K 0.15%
8,375
+13
73
$324K 0.14%
16,101
+1
74
$315K 0.13%
16,649
-3,689
75
$315K 0.13%
685
-19
1 2
3
4