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
$282M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.82M
3
+$6.76M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.74M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.73M

Top Sells

1
+$21.3M
2
+$10.8M
3
+$7.25M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.2M
5
PSQ icon
ProShares Short QQQ
PSQ
+$6.88M

Sector Composition

1 Technology 2.16%
2 Healthcare 1.54%
3 Financials 1.51%
4 Industrials 1.12%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.22%
8,471
+745
52
$582K 0.21%
4,119
53
$559K 0.2%
1,677
54
$529K 0.19%
4,594
+137
55
$523K 0.19%
14,261
-1,290
56
$518K 0.18%
1,659
+892
57
$490K 0.17%
2,669
58
$474K 0.17%
11,521
-676
59
$473K 0.17%
8,253
60
$468K 0.17%
7,772
61
$464K 0.16%
9,089
-105
62
$463K 0.16%
1,184
63
$461K 0.16%
1,339
+46
64
$457K 0.16%
6,751
+64
65
$457K 0.16%
5,618
-469
66
$452K 0.16%
6,452
67
$439K 0.16%
3,014
-42
68
$428K 0.15%
6,726
+119
69
$423K 0.15%
4,226
-13
70
$394K 0.14%
774
-43
71
$380K 0.13%
11,349
72
$357K 0.13%
12,744
-1,539
73
$340K 0.12%
16,130
+1
74
$339K 0.12%
1,741
-19
75
$336K 0.12%
2,037
+26
1 2
3
4 5