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
$301M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$6.27M
3
+$502K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$344K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$288K

Top Sells

1
+$14.3M
2
+$11M
3
+$7.5M
4
IAU icon
iShares Gold Trust
IAU
+$7.3M
5
VTV icon
Vanguard Value ETF
VTV
+$6.82M

Sector Composition

1 Technology 2.2%
2 Financials 1.73%
3 Healthcare 1.37%
4 Industrials 1.21%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$620K 0.21%
6,854
+3,184
52
$610K 0.2%
6,751
53
$608K 0.2%
1,677
54
$593K 0.2%
33,825
+11,653
55
$591K 0.2%
12,230
+709
56
$590K 0.2%
4,077
-68
57
$572K 0.19%
13,303
+5,867
58
$556K 0.18%
14,864
+603
59
$525K 0.17%
1,349
-7
60
$504K 0.17%
1,184
61
$501K 0.17%
4,660
+66
62
$494K 0.16%
2,595
+2
63
$453K 0.15%
3,293
+279
64
$444K 0.15%
7,522
-540
65
$432K 0.14%
1,659
66
$425K 0.14%
42,912
-3,198
67
$423K 0.14%
18,576
+539
68
$419K 0.14%
6,727
+1
69
$418K 0.14%
5,228
-360
70
$411K 0.14%
5,392
71
$408K 0.14%
7,999
-386
72
$382K 0.13%
4,211
73
$374K 0.12%
4,950
74
$371K 0.12%
705
75
$366K 0.12%
11,349
1 2
3
4 5