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
$339M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.2M
3
+$7.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7M
5
PSQ icon
ProShares Short QQQ
PSQ
+$5.65M

Top Sells

1
+$15.5M
2
+$399K
3
+$378K
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$282K
5
IAU icon
iShares Gold Trust
IAU
+$208K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.47%
3 Financials 1.3%
4 Industrials 1.04%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.1%
2,037
77
$350K 0.1%
1,693
-48
78
$348K 0.1%
705
79
$347K 0.1%
3,670
+1,222
80
$341K 0.1%
16,132
+2
81
$339K 0.1%
812
-25
82
$336K 0.1%
7,436
+2,520
83
$330K 0.1%
+2,908
84
$305K 0.09%
15,598
-1,148
85
$304K 0.09%
2,592
86
$298K 0.09%
2,544
+35
87
$297K 0.09%
14,383
-1,238
88
$291K 0.09%
2,605
89
$287K 0.08%
9,917
-2,827
90
$285K 0.08%
+3,155
91
$278K 0.08%
603
92
$274K 0.08%
5,156
-21
93
$255K 0.08%
1,501
94
$254K 0.07%
1,361
-35
95
$246K 0.07%
12,485
+257
96
$239K 0.07%
3,681
97
$235K 0.07%
678
98
$235K 0.07%
729
99
$233K 0.07%
+1,927
100
$231K 0.07%
2,750
1 2 3
4
5