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
$246M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$15.6M
3 +$15M
4
VTV icon
Vanguard Value ETF
VTV
+$7.06M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.53M

Top Sells

1 +$29.9M
2 +$14.2M
3 +$8.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.71M
5
PSQ icon
ProShares Short QQQ
PSQ
+$7.06M

Sector Composition

1 Technology 2.22%
2 Healthcare 1.72%
3 Financials 1.54%
4 Industrials 1.32%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,723