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
$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
CNI icon
101
Canadian National Railway
CNI
$59.5B
$244K 0.07%
2,592
QQQE icon
102
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.26B
$244K 0.07%
2,397
GEV icon
103
GE Vernova
GEV
$162B
$243K 0.07%
+395
RZG icon
104
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$104M
$242K 0.07%
4,445
CMI icon
105
Cummins
CMI
$57B
$240K 0.07%
+569
BSCP icon
106
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
$238K 0.07%
11,520
+1
SPLG icon
107
SPDR Portfolio S&P 500 ETF
SPLG
$89.2B
$229K 0.07%
2,925
GOOGL icon
108
Alphabet (Google) Class A
GOOGL
$3.1T
$229K 0.07%
+942
EZM icon
109
WisdomTree US MidCap Fund
EZM
$850M
$227K 0.07%
3,450
IYH icon
110
iShares US Healthcare ETF
IYH
$2.93B
$216K 0.06%
3,681
LMBS icon
111
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.42B
$205K 0.06%
4,127
-224
BAC icon
112
Bank of America
BAC
$381B
$203K 0.06%
+3,939
BDJ icon
113
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.59B
$196K 0.06%
21,513
UNH icon
114
UnitedHealth
UNH
$330B
– –
-669
TRI icon
115
Thomson Reuters
TRI
$72.5B
– –
-1,072
PM icon
116
Philip Morris
PM
$246B
– –
-1,243
FMB icon
117
First Trust Managed Municipal ETF
FMB
$1.92B
– –
-4,626
DIS icon
118
Walt Disney
DIS
$201B
– –
-1,724
CI icon
119
Cigna
CI
$81.9B
– –
-678
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