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
$180M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$26.6M
3
+$17M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.03M
5
F icon
Ford
F
+$160K

Top Sells

1
+$34M
2
+$25.2M
3
+$14.9M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$14M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.15M

Sector Composition

1 Technology 2.81%
2 Healthcare 2.12%
3 Financials 1.65%
4 Industrials 1.32%
5 Consumer Discretionary 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-136,531
102
– –
-2,321
103
– –
-1,520
104
– –
-158,264
105
– –
-1,280
106
– –
-1,927
1 2 3 4
5