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
$305M
AUM Growth
-$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.9M
3
+$20.4M
4
OEF icon
iShares S&P 100 ETF
OEF
+$4.27M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.96M

Top Sells

1
+$20.2M
2
+$20M
3
+$14.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.3M
5
PSQ icon
ProShares Short QQQ
PSQ
+$11.5M

Sector Composition

1 Technology 2.38%
2 Financials 1.77%
3 Healthcare 1.41%
4 Industrials 1.19%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSX icon
76
CSX Corp
CSX
$68.2B
$370K 0.12%
11,349
IJR icon
77
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$363K 0.12%
3,317
+799
CSCO icon
78
Cisco
CSCO
$277B
$352K 0.12%
5,068
EFA icon
79
iShares MSCI EAFE ETF
EFA
$68.2B
$351K 0.11%
+3,926
DE icon
80
Deere & Co
DE
$124B
$350K 0.11%
689
TXN icon
81
Texas Instruments
TXN
$161B
$318K 0.1%
1,534
-159
BRK.B icon
82
Berkshire Hathaway Class B
BRK.B
$1.06T
$317K 0.1%
653
PG icon
83
Procter & Gamble
PG
$354B
$317K 0.1%
1,989
-62
TNET icon
84
TriNet
TNET
$2.97B
$308K 0.1%
4,211
LMT icon
85
Lockheed Martin
LMT
$116B
$303K 0.1%
655
-4
BSCQ icon
86
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
$300K 0.1%
15,385
-369
SO icon
87
Southern Company
SO
$108B
$286K 0.09%
3,111
RTX icon
88
RTX Corp
RTX
$211B
$281K 0.09%
1,927
AMZN icon
89
Amazon
AMZN
$2.27T
$278K 0.09%
1,267
+27
AFL icon
90
Aflac
AFL
$57.6B
$275K 0.09%
2,606
CNI icon
91
Canadian National Railway
CNI
$59.7B
$270K 0.09%
2,592
NVDA icon
92
NVIDIA
NVDA
$4.46T
$267K 0.09%
+1,690
ILCG icon
93
iShares Morningstar Growth ETF
ILCG
$3.05B
$266K 0.09%
2,750
-1
MGK icon
94
Vanguard Mega Cap Growth ETF
MGK
$30.8B
$259K 0.08%
708
ABT icon
95
Abbott
ABT
$224B
$258K 0.08%
1,898
+2
BSCR icon
96
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.1B
$245K 0.08%
12,489
+1
BSCP icon
97
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$238K 0.08%
11,519
-1,243
QQQE icon
98
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$236K 0.08%
2,397
FMB icon
99
First Trust Managed Municipal ETF
FMB
$1.92B
$230K 0.08%
4,626
-3,202
MRK icon
100
Merck
MRK
$212B
$230K 0.08%
2,908
1 2 3
4
5