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
$305M
AUM Growth
-$6.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$20.9M
3
+$20.4M
4
OEF icon
iShares S&P 100 ETF
OEF
+$4.27M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.96M

Top Sells

1
+$20.2M
2
+$20M
3
+$14.6M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.3M
5
PSQ icon
ProShares Short QQQ
PSQ
+$11.5M

Sector Composition

1 Technology 2.38%
2 Financials 1.77%
3 Healthcare 1.41%
4 Industrials 1.19%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
101
Philip Morris
PM
$246B
$226K 0.07%
+1,243
RZG icon
102
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$102M
$225K 0.07%
4,445
CI icon
103
Cigna
CI
$79.9B
$224K 0.07%
678
TRI icon
104
Thomson Reuters
TRI
$71.4B
$216K 0.07%
+1,072
ABBV icon
105
AbbVie
ABBV
$406B
$215K 0.07%
1,159
+4
LMBS icon
106
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.42B
$214K 0.07%
+4,351
DIS icon
107
Walt Disney
DIS
$199B
$214K 0.07%
+1,724
EZM icon
108
WisdomTree US MidCap Fund
EZM
$841M
$213K 0.07%
3,450
SPLG icon
109
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$213K 0.07%
+2,925
UNH icon
110
UnitedHealth
UNH
$323B
$209K 0.07%
669
-11
IYH icon
111
iShares US Healthcare ETF
IYH
$2.9B
$208K 0.07%
3,681
BDJ icon
112
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.58B
$191K 0.06%
21,513
VBR icon
113
Vanguard Small-Cap Value ETF
VBR
$31B
– –
-107,129
PSQ icon
114
ProShares Short QQQ
PSQ
$529M
– –
-282,399
PEP icon
115
PepsiCo
PEP
$210B
– –
-1,502
SH icon
116
ProShares Short S&P500
SH
$1.2B
– –
-152,228
COP icon
117
ConocoPhillips
COP
$108B
– –
-1,912
FIXD icon
118
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.4B
– –
-10,768
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