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
$244M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$8.11M
3 +$6.94M
4
TNET icon
TriNet
TNET
+$345K
5
DIS icon
Walt Disney
DIS
+$238K

Top Sells

1 +$18.5M
2 +$7.95M
3 +$1.11M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$254K
5
CI icon
Cigna
CI
+$225K

Sector Composition

1 Technology 2.19%
2 Healthcare 1.63%
3 Financials 1.14%
4 Industrials 1.11%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$301K 0.12%
2,026
-169
77
$296K 0.12%
1,622
+232
78
$285K 0.12%
4,950
79
$277K 0.11%
5,290
+229
80
$273K 0.11%
750
-88
81
$250K 0.1%
4,702
82
$238K 0.1%
+2,377
83
$232K 0.09%
+2,364
84
$225K 0.09%
2,226
-197
85
$208K 0.09%
+10,791
86
$204K 0.08%
5,169
87
$201K 0.08%
3,680
88
$185K 0.08%
21,513
-141
89
-678