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
$339M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.2M
3
+$7.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7M
5
PSQ icon
ProShares Short QQQ
PSQ
+$5.65M

Top Sells

1
+$15.5M
2
+$399K
3
+$378K
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$282K
5
IAU icon
iShares Gold Trust
IAU
+$208K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.47%
3 Financials 1.3%
4 Industrials 1.04%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.07%
4,445
-1,230
102
$226K 0.07%
+1,146
103
$216K 0.06%
1,893
-183
104
$215K 0.06%
+3,450
105
$206K 0.06%
2,284
+19
106
$186K 0.05%
21,513
107
– –
-197,955
108
– –
-4,702
1 2 3 4
5