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
$312M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.1M
3
+$7.64M
4
SH icon
ProShares Short S&P500
SH
+$6.78M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.75M

Top Sells

1
+$16.5M
2
+$10.6M
3
+$6.87M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.57M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$620K

Sector Composition

1 Technology 1.95%
2 Financials 1.6%
3 Healthcare 1.48%
4 Industrials 0.99%
5 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$653K 0.21%
3,939
-138
52
$651K 0.21%
1,220
-16
53
$598K 0.19%
12,000
-230
54
$593K 0.19%
6,751
55
$569K 0.18%
4,069
56
$562K 0.18%
+2,075
57
$554K 0.18%
4,660
58
$553K 0.18%
1,677
59
$517K 0.17%
1,659
60
$507K 0.16%
14,821
-43
61
$505K 0.16%
17,849
-727
62
$497K 0.16%
1,184
63
$494K 0.16%
1,349
64
$494K 0.16%
3,385
+92
65
$472K 0.15%
10,768
-2,535
66
$472K 0.15%
6,584
-143
67
$430K 0.14%
42,912
68
$418K 0.13%
5,042
-186
69
$413K 0.13%
7,522
70
$406K 0.13%
2,598
+3
71
$399K 0.13%
5,392
72
$395K 0.13%
7,828
-171
73
$387K 0.12%
2,797
74
$382K 0.12%
697
-8
75
$356K 0.11%
680
-17
1 2
3
4 5