KWM

Kaydan Wealth Management Portfolio holdings

AUM $346M
1-Year Est. Return 21.23%
This Quarter Est. Return
1 Year Est. Return
+21.23%
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
+$12.3M
2
+$7.14M
3
+$7.01M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.79M
5
IAU icon
iShares Gold Trust
IAU
+$6.32M

Top Sells

1
+$9.29M
2
+$8.89M
3
+$950K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$608K
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
CSX icon
76
CSX Corp
CSX
$67.5B
$403K 0.12%
11,349
DTE icon
77
DTE Energy
DTE
$28.1B
$396K 0.11%
2,797
MA icon
78
Mastercard
MA
$484B
$384K 0.11%
675
IJR icon
79
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$373K 0.11%
3,143
-174
CTAS icon
80
Cintas
CTAS
$78.7B
$369K 0.11%
+1,800
CSCO icon
81
Cisco
CSCO
$297B
$347K 0.1%
5,068
EFA icon
82
iShares MSCI EAFE ETF
EFA
$73.5B
$338K 0.1%
3,620
-306
BRK.B icon
83
Berkshire Hathaway Class B
BRK.B
$1.06T
$328K 0.09%
653
LMT icon
84
Lockheed Martin
LMT
$135B
$326K 0.09%
653
-2
RTX icon
85
RTX Corp
RTX
$271B
$322K 0.09%
1,927
DE icon
86
Deere & Co
DE
$139B
$317K 0.09%
694
+5
NVDA icon
87
NVIDIA
NVDA
$4.53T
$316K 0.09%
1,696
+6
PG icon
88
Procter & Gamble
PG
$338B
$306K 0.09%
1,994
+5
BSCQ icon
89
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
$301K 0.09%
15,385
AFL icon
90
Aflac
AFL
$57.4B
$291K 0.08%
2,605
-1
SO icon
91
Southern Company
SO
$97.9B
$289K 0.08%
3,050
-61
ILCG icon
92
iShares Morningstar Growth ETF
ILCG
$2.97B
$287K 0.08%
2,750
TXN icon
93
Texas Instruments
TXN
$174B
$282K 0.08%
1,534
TNET icon
94
TriNet
TNET
$3.01B
$282K 0.08%
4,211
MGK icon
95
Vanguard Mega Cap Growth ETF
MGK
$32B
$277K 0.08%
689
-19
ABBV icon
96
AbbVie
ABBV
$379B
$270K 0.08%
1,164
+5
ABT icon
97
Abbott
ABT
$212B
$257K 0.07%
1,918
+20
AMZN icon
98
Amazon
AMZN
$2.56T
$254K 0.07%
1,157
-110
BSCR icon
99
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.48B
$246K 0.07%
12,490
+1
MRK icon
100
Merck
MRK
$270B
$246K 0.07%
2,927
+19
1 2 3
4
5