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
$246M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.6M
3
+$15M
4
VTV icon
Vanguard Value ETF
VTV
+$7.06M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.53M

Top Sells

1
+$29.9M
2
+$14.2M
3
+$8.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.71M
5
PSQ icon
ProShares Short QQQ
PSQ
+$7.06M

Sector Composition

1 Technology 2.22%
2 Healthcare 1.72%
3 Financials 1.54%
4 Industrials 1.32%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.13%
4,950
77
$318K 0.13%
4,702
78
$308K 0.13%
2,797
79
$308K 0.13%
1,808
-49
80
$307K 0.12%
678
-7
81
$299K 0.12%
2,037
+11
82
$297K 0.12%
696
-29
83
$297K 0.12%
15,377
-1,273
84
$293K 0.12%
14,334
-1,768
85
$265K 0.11%
5,236
-54
86
$255K 0.1%
1,502
-22
87
$247K 0.1%
2,283
+46
88
$234K 0.1%
5,142
89
$232K 0.09%
2,108
-121
90
$224K 0.09%
+1,475
91
$221K 0.09%
767
-13
92
$215K 0.09%
603
93
$215K 0.09%
+2,606
94
$211K 0.09%
+3,680
95
$210K 0.09%
10,795
+2
96
$206K 0.08%
+2,280
97
$203K 0.08%
+678
98
$165K 0.07%
21,513
99
– –
-17,295
100
– –
-330,869
1 2 3
4
5