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
$293M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.9M
3
+$13.5M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$12.9M
5
IAU icon
iShares Gold Trust
IAU
+$7.14M

Top Sells

1
+$16.1M
2
+$15.6M
3
+$6.59M
4
SH icon
ProShares Short S&P500
SH
+$4.24M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$580K

Sector Composition

1 Technology 1.86%
2 Healthcare 1.59%
3 Financials 1.49%
4 Industrials 1.22%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.11%
7,722
-391
77
$326K 0.11%
2,011
-26
78
$314K 0.11%
16,350
+973
79
$314K 0.11%
2,797
80
$312K 0.11%
15,249
+915
81
$310K 0.11%
682
+4
82
$307K 0.1%
1,760
-48
83
$283K 0.1%
+15,911
84
$276K 0.09%
5,675
+533
85
$263K 0.09%
5,277
+41
86
$263K 0.09%
1,501
-1
87
$261K 0.09%
2,133
-147
88
$259K 0.09%
1,434
-41
89
$257K 0.09%
2,322
+39
90
$254K 0.09%
603
91
$251K 0.09%
+2,559
92
$246K 0.08%
678
93
$240K 0.08%
2,109
+1
94
$228K 0.08%
11,833
+1,038
95
$228K 0.08%
3,681
+1
96
$224K 0.08%
2,605
-1
97
$219K 0.07%
+1,723
98
$218K 0.07%
4,702
99
$218K 0.07%
767
100
$217K 0.07%
+758
1 2 3
4
5