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
$226M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$6.78M
3
+$809K
4
GM icon
General Motors
GM
+$615K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$326K

Top Sells

1
+$14.7M
2
+$13.9M
3
+$7.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$455K

Sector Composition

1 Technology 2.76%
2 Healthcare 1.86%
3 Financials 1.59%
4 Consumer Discretionary 1.46%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.09%
1,927
+71
102
$202K 0.09%
3,105
-695
103
$94.9K 0.04%
13,361
104
– –
-1,288
105
– –
-4,247
106
– –
-3,610
107
– –
-1,261
108
– –
-3,062
1 2 3 4
5