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
$301M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$6.27M
3
+$502K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$344K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$288K

Top Sells

1
+$14.3M
2
+$11M
3
+$7.5M
4
IAU icon
iShares Gold Trust
IAU
+$7.3M
5
VTV icon
Vanguard Value ETF
VTV
+$6.82M

Sector Composition

1 Technology 2.2%
2 Financials 1.73%
3 Healthcare 1.37%
4 Industrials 1.21%
5 Consumer Discretionary 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.07%
3,681
102
$214K 0.07%
1,894
+1
103
$207K 0.07%
+595
104
$204K 0.07%
1,150
+4
105
$203K 0.07%
+2,050
106
$203K 0.07%
+612
107
$201K 0.07%
+1,808
108
$178K 0.06%
21,513
109
– –
-16,132
110
– –
-9,917
111
– –
-678
1 2 3 4
5