KWM

Kaydan Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
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
51
$784K 0.22%
1,643
52
$745K 0.21%
8,565
-24
53
$727K 0.21%
1,220
54
$720K 0.21%
20,193
55
$695K 0.2%
6,740
-11
56
$670K 0.19%
4,786
-4
57
$646K 0.18%
11,998
58
$627K 0.18%
14,071
-746
59
$597K 0.17%
2,452
-137
60
$576K 0.16%
6,847
-25
61
$562K 0.16%
3,033
-7
62
$549K 0.16%
1,184
63
$532K 0.15%
1,314
+1
64
$512K 0.15%
13,463
+1,218
65
$507K 0.14%
17,959
+47
66
$503K 0.14%
4,460
-134
67
$488K 0.14%
5,447
+99
68
$476K 0.14%
+1,584
69
$473K 0.14%
3,399
+14
70
$466K 0.13%
38,986
-7,900
71
$458K 0.13%
1,624
72
$448K 0.13%
5,392
73
$445K 0.13%
7,183
74
$438K 0.13%
6,607
+23
75
$410K 0.12%
4,950
1 2
3
4 5