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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$29.4M
3
+$26M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.7%
2 Healthcare 1.65%
3 Consumer Discretionary 1.4%
4 Financials 1.32%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$374K 0.14%
+2,285
77
$373K 0.14%
+7,734
78
$369K 0.14%
+1,786
79
$361K 0.14%
+6,090
80
$358K 0.14%
+3,349
81
$346K 0.13%
+5,466
82
$331K 0.13%
+4,980
83
$324K 0.12%
+6,430
84
$316K 0.12%
+6,667
85
$312K 0.12%
+2,729
86
$294K 0.11%
+8,455
87
$287K 0.11%
+1,878
88
$282K 0.11%
+1,692
89
$274K 0.1%
+770
90
$273K 0.1%
+3,800
91
$257K 0.1%
+2,147
92
$251K 0.1%
+13,519
93
$247K 0.09%
+16,599
94
$246K 0.09%
+1,414
95
$242K 0.09%
+4,030
96
$239K 0.09%
+23,725
97
$231K 0.09%
+1,600
98
$231K 0.09%
+1,261
99
$225K 0.09%
+7,230
100
$224K 0.08%
+3,062
1 2 3
4
5