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
$181M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$17.4M
3
+$1.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$368K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$223K

Top Sells

1
+$23M
2
+$20.1M
3
+$523K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$346K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$287K

Sector Composition

1 Technology 2.54%
2 Healthcare 1.91%
3 Financials 1.56%
4 Industrials 1.2%
5 Consumer Discretionary 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$230K 0.13%
6,279
-108
77
$227K 0.13%
1,390
78
$225K 0.12%
2,381
-522
79
$219K 0.12%
5,475
+3
80
$212K 0.12%
11,367
-926
81
$209K 0.12%
1,814
-102
82
$176K 0.1%
21,654
83
$78.3K 0.04%
13,361
84
$33.2K 0.02%
11,930
-3,384
85
– –
-9,818
86
– –
-6,448
87
– –
-6,518
88
– –
-1,780
89
– –
-8,574
90
– –
-15,829
91
– –
-1,277,129
92
– –
-3,243
1 2 3
4