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
$301M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$6.27M
3
+$502K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$344K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$288K

Top Sells

1
+$14.3M
2
+$11M
3
+$7.5M
4
IAU icon
iShares Gold Trust
IAU
+$7.3M
5
VTV icon
Vanguard Value ETF
VTV
+$6.82M

Sector Composition

1 Technology 2.2%
2 Financials 1.73%
3 Healthcare 1.37%
4 Industrials 1.21%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.12%
697
-46
77
$344K 0.11%
2,051
+14
78
$338K 0.11%
2,797
79
$331K 0.11%
682
80
$317K 0.11%
1,693
81
$310K 0.1%
2,688
+144
82
$305K 0.1%
5,156
83
$303K 0.1%
15,599
+1
84
$292K 0.1%
689
-123
85
$289K 0.1%
2,908
86
$284K 0.09%
13,739
-644
87
$273K 0.09%
603
88
$273K 0.09%
3,317
+162
89
$270K 0.09%
2,605
90
$263K 0.09%
2,592
91
$262K 0.09%
1,195
-166
92
$246K 0.08%
2,751
+1
93
$246K 0.08%
717
-12
94
$243K 0.08%
12,486
+1
95
$235K 0.08%
+4,508
96
$228K 0.08%
1,501
97
$223K 0.07%
1,927
98
$220K 0.07%
4,445
99
$216K 0.07%
2,411
+127
100
$216K 0.07%
3,450
1 2 3
4
5