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
$180M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$28.7M
3
+$16.1M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.94M
5
FTNT icon
Fortinet
FTNT
+$130K

Top Sells

1
+$34M
2
+$24.2M
3
+$14.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.15M

Sector Composition

1 Technology 2.81%
2 Healthcare 2.12%
3 Financials 1.65%
4 Industrials 1.32%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.14%
4,950
-792
77
$253K 0.14%
6,448
+10
78
$245K 0.14%
6,387
-1,935
79
$243K 0.14%
1,916
-31
80
$237K 0.13%
12,293
-5,227
81
$233K 0.13%
5,472
+3
82
$233K 0.13%
8,574
+515
83
$232K 0.13%
1,390
-16
84
$224K 0.12%
6,518
-1,424
85
$209K 0.12%
1,780
-66
86
$206K 0.11%
9,818
-3,249
87
$204K 0.11%
3,243
-1,043
88
$193K 0.11%
15,829
-736
89
$191K 0.11%
21,654
-2,071
90
$86.2K 0.05%
13,361
91
$18.8K 0.01%
+15,314
92
– –
-1,927
93
– –
-1,280
94
– –
-158,264
95
– –
-1,520
96
– –
-2,321
97
– –
-136,531
98
– –
-3,576
99
– –
-3,105
100
– –
-3,680
1 2 3
4
5