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
$282M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.82M
3
+$6.76M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.74M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.73M

Top Sells

1
+$21.3M
2
+$10.8M
3
+$7.25M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.2M
5
PSQ icon
ProShares Short QQQ
PSQ
+$6.88M

Sector Composition

1 Technology 2.16%
2 Healthcare 1.54%
3 Financials 1.51%
4 Industrials 1.12%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.12%
4,950
77
$326K 0.12%
+17,036
78
$321K 0.11%
16,746
+396
79
$319K 0.11%
15,621
+372
80
$319K 0.11%
682
81
$313K 0.11%
837
82
$311K 0.11%
705
+9
83
$310K 0.11%
2,797
84
$306K 0.11%
2,592
85
$287K 0.1%
16,267
+356
86
$270K 0.1%
1,396
-38
87
$269K 0.1%
5,675
88
$268K 0.09%
2,509
+187
89
$248K 0.09%
1,501
90
$246K 0.09%
5,177
-100
91
$245K 0.09%
603
92
$235K 0.08%
12,228
+395
93
$233K 0.08%
2,605
94
$229K 0.08%
729
-29
95
$226K 0.08%
3,681
96
$224K 0.08%
678
97
$224K 0.08%
2,750
98
$223K 0.08%
2,448
+238
99
$216K 0.08%
2,076
-33
100
$212K 0.08%
+4,916
1 2 3
4
5