KWM

Kaydan Wealth Management Portfolio holdings

AUM $346M
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$305M
AUM Growth
-$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.9M
3
+$20.4M
4
OEF icon
iShares S&P 100 ETF
OEF
+$4.27M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.96M

Top Sells

1
+$20.2M
2
+$20M
3
+$14.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.3M
5
PSQ icon
ProShares Short QQQ
PSQ
+$11.5M

Sector Composition

1 Technology 2.38%
2 Financials 1.77%
3 Healthcare 1.41%
4 Industrials 1.19%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.23%
+20,193
52
$691K 0.23%
1,220
53
$660K 0.22%
6,751
54
$650K 0.21%
4,790
-260
55
$638K 0.21%
1,643
-34
56
$628K 0.21%
11,998
-2
57
$604K 0.2%
14,817
-4
58
$594K 0.19%
9,887
+3,943
59
$522K 0.17%
1,184
60
$518K 0.17%
17,912
+63
61
$509K 0.17%
46,886
+3,974
62
$495K 0.16%
4,594
-66
63
$482K 0.16%
5,348
+306
64
$481K 0.16%
1,313
-36
65
$466K 0.15%
6,584
66
$464K 0.15%
3,040
-899
67
$459K 0.15%
2,589
-9
68
$456K 0.15%
3,385
69
$453K 0.15%
1,624
-35
70
$432K 0.14%
+12,245
71
$430K 0.14%
5,392
72
$426K 0.14%
7,183
-339
73
$397K 0.13%
4,950
74
$379K 0.12%
675
-22
75
$370K 0.12%
2,797
1 2
3
4 5