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
$339M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.2M
3
+$7.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7M
5
PSQ icon
ProShares Short QQQ
PSQ
+$5.65M

Top Sells

1
+$15.5M
2
+$399K
3
+$378K
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$282K
5
IAU icon
iShares Gold Trust
IAU
+$208K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.47%
3 Financials 1.3%
4 Industrials 1.04%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.19%
1,677
52
$603K 0.18%
7,772
53
$550K 0.16%
1,356
+17
54
$545K 0.16%
6,751
55
$539K 0.16%
4,594
56
$538K 0.16%
14,261
57
$535K 0.16%
1,659
58
$522K 0.15%
11,521
59
$501K 0.15%
1,184
60
$493K 0.15%
5,588
-30
61
$487K 0.14%
46,110
-3,786
62
$483K 0.14%
6,726
63
$470K 0.14%
8,062
-191
64
$464K 0.14%
3,014
65
$436K 0.13%
8,385
-704
66
$434K 0.13%
743
-31
67
$434K 0.13%
2,593
-76
68
$410K 0.12%
5,392
-1,060
69
$410K 0.12%
22,172
+5,905
70
$408K 0.12%
4,211
-15
71
$399K 0.12%
682
72
$397K 0.12%
18,037
+1,001
73
$392K 0.12%
11,349
74
$361K 0.11%
4,950
75
$359K 0.11%
2,797
1 2
3
4 5