KWM

Kaydan Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.88M
3
+$6.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
IAU icon
iShares Gold Trust
IAU
+$5.66M

Top Sells

1
+$8.86M
2
+$7.87M
3
+$924K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$597K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$230K

Sector Composition

1 Technology 2.26%
2 Financials 1.76%
3 Industrials 1.44%
4 Healthcare 1.11%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.12%
11,349
77
$396K 0.11%
2,797
78
$384K 0.11%
675
79
$373K 0.11%
3,143
-174
80
$369K 0.11%
+1,800
81
$347K 0.1%
5,068
82
$338K 0.1%
3,620
-306
83
$328K 0.09%
653
84
$326K 0.09%
653
-2
85
$322K 0.09%
1,927
86
$317K 0.09%
694
+5
87
$316K 0.09%
1,696
+6
88
$306K 0.09%
1,994
+5
89
$301K 0.09%
15,385
90
$291K 0.08%
2,605
-1
91
$289K 0.08%
3,050
-61
92
$287K 0.08%
2,750
93
$282K 0.08%
1,534
94
$282K 0.08%
4,211
95
$277K 0.08%
3,445
-95
96
$270K 0.08%
1,164
+5
97
$257K 0.07%
1,918
+20
98
$254K 0.07%
1,157
-110
99
$246K 0.07%
12,490
+1
100
$246K 0.07%
2,927
+19
1 2 3
4
5