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
$282M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.82M
3
+$6.76M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.74M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.73M

Top Sells

1
+$21.3M
2
+$10.8M
3
+$7.25M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.2M
5
PSQ icon
ProShares Short QQQ
PSQ
+$6.88M

Sector Composition

1 Technology 2.16%
2 Healthcare 1.54%
3 Financials 1.51%
4 Industrials 1.12%
5 Consumer Discretionary 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.07%
2,265
-44
102
$176K 0.06%
21,513
103
$62.9K 0.02%
4,702
104
– –
-182,040
105
– –
-1,138
106
– –
-2,559
107
– –
-7,722
108
– –
-1,723
109
– –
-2,133
110
– –
-3,450
1 2 3 4
5