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
$250M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.7M
3
+$7.88M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.75M
5
SH icon
ProShares Short S&P500
SH
+$4.2M

Top Sells

1
+$2.35M
2
+$921K
3
+$537K
4
MMM icon
3M
MMM
+$336K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$332K

Sector Composition

1 Technology 1.78%
2 Healthcare 1.76%
3 Financials 1.24%
4 Industrials 0.9%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$267K 0.11%
4,950
77
$266K 0.11%
2,423
-216
78
$251K 0.1%
1,390
79
$241K 0.1%
5,061
-414
80
$225K 0.09%
+678
81
$214K 0.09%
+6,112
82
$209K 0.08%
1,780
-34
83
$209K 0.08%
+3,680
84
$201K 0.08%
5,169
-1,110
85
$195K 0.08%
21,654
86
– –
-2,381
87
– –
-15,086
88
– –
-11,930
89
– –
-13,361
90
– –
-3,637
1 2 3
4