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
$251M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$14.5M
3
+$14.3M
4
VTV icon
Vanguard Value ETF
VTV
+$14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.14M

Top Sells

1
+$28.2M
2
+$14.1M
3
+$9.19M
4
SH icon
ProShares Short S&P500
SH
+$7.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.49M

Sector Composition

1 Technology 1.99%
2 Healthcare 1.6%
3 Financials 1.29%
4 Industrials 1.2%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$497K 0.2%
4,267
-14
52
$490K 0.2%
7,972
-126
53
$474K 0.19%
3,683
-197
54
$464K 0.19%
+3,948
55
$458K 0.18%
1,677
56
$449K 0.18%
4,235
-60
57
$448K 0.18%
13,510
-414
58
$429K 0.17%
850
-51
59
$397K 0.16%
1,184
60
$395K 0.16%
1,307
-9
61
$393K 0.16%
5,510
-264
62
$385K 0.15%
6,452
-168
63
$379K 0.15%
1,005
64
$367K 0.15%
17,295
-953
65
$366K 0.15%
11,102
-941
66
$366K 0.15%
8,253
67
$364K 0.15%
3,860
+113
68
$363K 0.14%
8,188
-187
69
$361K 0.14%
6,768
-96
70
$349K 0.14%
11,349
71
$344K 0.14%
16,661
-289
72
$340K 0.14%
4,702
73
$329K 0.13%
5,880
74
$324K 0.13%
16,102
+1
75
$313K 0.12%
16,650
+1
1 2
3
4