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
$246M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.6M
3
+$15M
4
VTV icon
Vanguard Value ETF
VTV
+$7.06M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.53M

Top Sells

1
+$29.9M
2
+$14.2M
3
+$8.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.71M
5
PSQ icon
ProShares Short QQQ
PSQ
+$7.06M

Sector Composition

1 Technology 2.22%
2 Healthcare 1.72%
3 Financials 1.54%
4 Industrials 1.32%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$508K 0.21%
15,551
-2,182
52
$506K 0.21%
4,253
-14
53
$496K 0.2%
1,677
54
$478K 0.19%
9,254
-2,561
55
$477K 0.19%
8,150
-503
56
$453K 0.18%
1,307
57
$451K 0.18%
11,992
-1,518
58
$446K 0.18%
1,184
59
$444K 0.18%
4,209
-26
60
$440K 0.18%
836
-14
61
$437K 0.18%
15,193
-1,818
62
$433K 0.18%
6,452
63
$426K 0.17%
5,374
-136
64
$425K 0.17%
8,253
65
$417K 0.17%
3,056
-627
66
$413K 0.17%
3,920
+60
67
$393K 0.16%
11,349
68
$393K 0.16%
2,789
+1,147
69
$375K 0.15%
3,752
-196
70
$356K 0.14%
8,113
-75
71
$351K 0.14%
6,687
-81
72
$349K 0.14%
873
-132
73
$347K 0.14%
5,880
74
$337K 0.14%
16,129
-532
75
$326K 0.13%
2,592
1 2
3
4 5