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
$239M
AUM Growth
-$5.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$14.8M
3
+$7.46M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$7.2M
5
CNI icon
Canadian National Railway
CNI
+$314K

Top Sells

1
+$28.2M
2
+$15.3M
3
+$14.1M
4
FTA icon
First Trust Large Cap Value AlphaDEX Fund
FTA
+$427K
5
AAPL icon
Apple
AAPL
+$354K

Sector Composition

1 Technology 2.43%
2 Healthcare 1.73%
3 Financials 1.38%
4 Industrials 1.23%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$314K 0.13%
+2,592
77
$308K 0.13%
2,797
-50
78
$307K 0.13%
2,026
79
$302K 0.13%
4,950
80
$285K 0.12%
725
-25
81
$282K 0.12%
1,524
-98
82
$274K 0.11%
5,290
83
$243K 0.1%
2,227
+1
84
$222K 0.09%
+2,227
85
$218K 0.09%
5,142
-27
86
$211K 0.09%
2,365
-12
87
$206K 0.09%
3,680
88
$206K 0.09%
+603
89
$205K 0.09%
10,792
+1
90
$203K 0.08%
+1,554
91
– –
-2,364
92
– –
-6,424
93
– –
-21,513
1 2 3
4