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
$251M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$14.5M
3
+$14.3M
4
VTV icon
Vanguard Value ETF
VTV
+$14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.14M

Top Sells

1
+$28.2M
2
+$14.1M
3
+$9.19M
4
SH icon
ProShares Short S&P500
SH
+$7.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.49M

Sector Composition

1 Technology 1.99%
2 Healthcare 1.6%
3 Financials 1.29%
4 Industrials 1.2%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.12%
2,026
77
$295K 0.12%
1,857
-118
78
$287K 0.11%
725
79
$284K 0.11%
5,290
80
$283K 0.11%
4,950
81
$281K 0.11%
2,592
82
$280K 0.11%
685
83
$278K 0.11%
2,797
84
$258K 0.1%
1,524
85
$216K 0.09%
+1,642
86
$216K 0.09%
2,229
+2
87
$211K 0.08%
603
88
$211K 0.08%
2,237
+10
89
$210K 0.08%
+780
90
$207K 0.08%
5,142
91
$206K 0.08%
+1,723
92
$202K 0.08%
10,793
+1
93
$164K 0.07%
+21,513
94
– –
-89,292
95
– –
-7,958
96
– –
-3,680
97
– –
-2,365
98
– –
-1,554
1 2 3
4