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
$264M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$33.1M
2 +$29.4M
3 +$26M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.7%
2 Healthcare 1.65%
3 Consumer Discretionary 1.4%
4 Financials 1.32%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$214K 0.08%
+4,247
102
$213K 0.08%
+1,280
103
$212K 0.08%
+1,288
104
$212K 0.08%
+1,856
105
$202K 0.08%
+3,610
106
$107K 0.04%
+13,361