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
$226M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$6.78M
3
+$809K
4
GM icon
General Motors
GM
+$615K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$326K

Top Sells

1
+$14.7M
2
+$13.9M
3
+$7.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$455K

Sector Composition

1 Technology 2.76%
2 Healthcare 1.86%
3 Financials 1.59%
4 Consumer Discretionary 1.46%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.17%
17,955
-1,297
77
$370K 0.16%
2,422
+137
78
$369K 0.16%
5,742
79
$351K 0.16%
16,518
-2,518
80
$350K 0.15%
17,520
-960
81
$332K 0.15%
4,286
-162
82
$326K 0.14%
2,758
+1
83
$317K 0.14%
719
-51
84
$305K 0.13%
5,469
+3
85
$301K 0.13%
6,438
+8
86
$293K 0.13%
7,942
-513
87
$257K 0.11%
1,947
-200
88
$256K 0.11%
8,059
+829
89
$250K 0.11%
2,321
-408
90
$241K 0.11%
1,846
-32
91
$235K 0.1%
1,406
-8
92
$235K 0.1%
23,725
93
$233K 0.1%
13,067
-452
94
$230K 0.1%
1,710
+18
95
$225K 0.1%
3,576
-1,404
96
$219K 0.1%
4,897
-1,770
97
$213K 0.09%
3,680
-350
98
$212K 0.09%
1,520
-80
99
$212K 0.09%
16,565
-34
100
$209K 0.09%
1,280
1 2 3
4
5