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
$350M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.88M
3
+$6.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
IAU icon
iShares Gold Trust
IAU
+$5.66M

Top Sells

1
+$8.86M
2
+$7.87M
3
+$924K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$597K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$230K

Sector Composition

1 Technology 2.26%
2 Financials 1.76%
3 Industrials 1.44%
4 Healthcare 1.11%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
51
Caterpillar
CAT
$336B
$784K 0.22%
1,643
DLN icon
52
WisdomTree US LargeCap Dividend Fund
DLN
$5.83B
$745K 0.21%
8,565
-24
MDY icon
53
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.2B
$727K 0.21%
1,220
BKCG
54
BNY Mellon Concentrated Growth ETF
BKCG
$117M
$720K 0.21%
20,193
WMT icon
55
Walmart Inc
WMT
$1.02T
$695K 0.2%
6,740
-11
SDY icon
56
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$670K 0.19%
4,786
-4
XLF icon
57
State Street Financial Select Sector SPDR ETF
XLF
$50.2B
$646K 0.18%
11,998
RSPT icon
58
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.03B
$627K 0.18%
14,071
-746
GOOG icon
59
Alphabet (Google) Class C
GOOG
$3.67T
$597K 0.17%
2,452
-137
FTNT icon
60
Fortinet
FTNT
$60.3B
$576K 0.16%
6,847
-25
JNJ icon
61
Johnson & Johnson
JNJ
$595B
$562K 0.16%
3,033
-7
DIA icon
62
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.7B
$549K 0.16%
1,184
HD icon
63
Home Depot
HD
$365B
$532K 0.15%
1,314
+1
SDVY icon
64
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.6B
$512K 0.15%
13,463
+1,218
T icon
65
AT&T
T
$201B
$507K 0.14%
17,959
+47
XOM icon
66
Exxon Mobil
XOM
$633B
$503K 0.14%
4,460
-134
VIGI icon
67
Vanguard International Dividend Appreciation ETF
VIGI
$9.02B
$488K 0.14%
5,447
+99
GE icon
68
GE Aerospace
GE
$350B
$476K 0.14%
+1,584
XLV icon
69
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$473K 0.14%
3,399
+14
F icon
70
Ford
F
$50.7B
$466K 0.13%
38,986
-7,900
AMGN icon
71
Amgen
AMGN
$203B
$458K 0.13%
1,624
IMCB icon
72
iShares Morningstar Mid-Cap ETF
IMCB
$1.49B
$448K 0.13%
5,392
FV icon
73
First Trust Dorsey Wright Focus 5 ETF
FV
$3.53B
$445K 0.13%
7,183
KO icon
74
Coca-Cola
KO
$341B
$438K 0.13%
6,607
+23
IMCG icon
75
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.26B
$410K 0.12%
4,950
1 2
3
4 5