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
$312M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.1M
3
+$7.64M
4
SH icon
ProShares Short S&P500
SH
+$6.78M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.75M

Top Sells

1
+$16.5M
2
+$10.6M
3
+$6.87M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$6.57M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$620K

Sector Composition

1 Technology 1.95%
2 Financials 1.6%
3 Healthcare 1.48%
4 Industrials 0.99%
5 Consumer Discretionary 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.07%
2,751
102
$219K 0.07%
708
-9
103
$209K 0.07%
2,397
-14
104
$208K 0.07%
4,445
105
$206K 0.07%
3,450
106
$201K 0.06%
1,912
-138
107
$185K 0.06%
21,513
108
– –
-595
109
– –
-6,854
110
– –
-33,825
111
– –
-1,808
112
– –
-612
113
– –
-961,512
1 2 3 4
5