KWM

Kaydan Wealth Management Portfolio holdings

AUM $346M
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$20.6M
3
+$13.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.5M
5
IAU icon
iShares Gold Trust
IAU
+$6.67M

Top Sells

1
+$16.1M
2
+$15.6M
3
+$6.86M
4
SH icon
ProShares Short S&P500
SH
+$4.24M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$550K

Sector Composition

1 Technology 1.86%
2 Healthcare 1.59%
3 Financials 1.49%
4 Industrials 1.22%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.07%
+3,450
102
$208K 0.07%
+2,750
103
$207K 0.07%
+1,138
104
$206K 0.07%
+2,309
105
$203K 0.07%
+2,210
106
$177K 0.06%
21,513
107
– –
-81,601
108
– –
-369,645
109
– –
-162,785
1 2 3 4
5