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
$293M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.9M
3
+$13.5M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$12.9M
5
IAU icon
iShares Gold Trust
IAU
+$7.14M

Top Sells

1
+$16.1M
2
+$15.6M
3
+$6.59M
4
SH icon
ProShares Short S&P500
SH
+$4.24M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$580K

Sector Composition

1 Technology 1.86%
2 Healthcare 1.59%
3 Financials 1.49%
4 Industrials 1.22%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.19%
4,239
-14
52
$558K 0.19%
7,726
-26
53
$547K 0.19%
15,551
54
$531K 0.18%
7,772
-378
55
$518K 0.18%
4,457
+705
56
$517K 0.18%
4,119
-90
57
$514K 0.18%
12,197
+205
58
$496K 0.17%
6,087
+713
59
$496K 0.17%
1,293
-14
60
$472K 0.16%
8,253
61
$472K 0.16%
9,194
-60
62
$471K 0.16%
1,184
63
$470K 0.16%
6,452
64
$451K 0.15%
3,056
65
$421K 0.14%
11,349
66
$406K 0.14%
2,669
-120
67
$404K 0.14%
6,607
+727
68
$404K 0.14%
817
-19
69
$402K 0.14%
6,687
70
$396K 0.14%
14,283
-910
71
$350K 0.12%
4,950
72
$344K 0.12%
837
-36
73
$341K 0.12%
2,592
74
$338K 0.12%
16,129
75
$335K 0.11%
696
1 2
3
4 5