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
$312M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.1M
3
+$7.64M
4
SH icon
ProShares Short S&P500
SH
+$6.78M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.75M

Top Sells

1
+$16.5M
2
+$10.6M
3
+$6.87M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.57M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$620K

Sector Composition

1 Technology 1.95%
2 Financials 1.6%
3 Healthcare 1.48%
4 Industrials 0.99%
5 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$354K 0.11%
4,950
77
$350K 0.11%
2,051
78
$348K 0.11%
653
+50
79
$334K 0.11%
11,349
80
$334K 0.11%
4,211
81
$323K 0.1%
689
82
$321K 0.1%
5,944
+1,436
83
$313K 0.1%
5,068
-88
84
$307K 0.1%
15,754
+155
85
$304K 0.1%
1,693
86
$294K 0.09%
659
-23
87
$290K 0.09%
2,606
+1
88
$286K 0.09%
3,111
-206
89
$264K 0.08%
12,762
-977
90
$263K 0.08%
2,518
-170
91
$261K 0.08%
2,908
92
$255K 0.08%
1,927
93
$253K 0.08%
2,592
94
$252K 0.08%
1,896
+2
95
$245K 0.08%
12,488
+2
96
$242K 0.08%
1,155
+5
97
$236K 0.08%
1,240
+45
98
$225K 0.07%
1,502
+1
99
$224K 0.07%
3,681
100
$223K 0.07%
+678
1 2 3
4
5