KWM

Kaydan Wealth Management Portfolio holdings

AUM $346M
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
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
76
$370K 0.12%
11,349
77
$363K 0.12%
3,317
+799
78
$352K 0.12%
5,068
79
$351K 0.11%
+3,926
80
$350K 0.11%
689
81
$318K 0.1%
1,534
-159
82
$317K 0.1%
653
83
$317K 0.1%
1,989
-62
84
$308K 0.1%
4,211
85
$303K 0.1%
655
-4
86
$300K 0.1%
15,385
-369
87
$286K 0.09%
3,111
88
$281K 0.09%
1,927
89
$278K 0.09%
1,267
+27
90
$275K 0.09%
2,606
91
$270K 0.09%
2,592
92
$267K 0.09%
+1,690
93
$266K 0.09%
2,750
-1
94
$259K 0.08%
708
95
$258K 0.08%
1,898
+2
96
$245K 0.08%
12,489
+1
97
$238K 0.08%
11,519
-1,243
98
$236K 0.08%
2,397
99
$230K 0.08%
4,626
-3,202
100
$230K 0.08%
2,908
1 2 3
4
5