KWM

Kaydan Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.88M
3
+$6.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
IAU icon
iShares Gold Trust
IAU
+$5.66M

Top Sells

1
+$8.86M
2
+$7.87M
3
+$924K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$597K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$230K

Sector Composition

1 Technology 2.26%
2 Financials 1.76%
3 Industrials 1.44%
4 Healthcare 1.11%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.07%
2,592
102
$244K 0.07%
2,397
103
$243K 0.07%
+395
104
$242K 0.07%
4,445
105
$240K 0.07%
+569
106
$238K 0.07%
11,520
+1
107
$229K 0.07%
2,925
108
$229K 0.07%
+942
109
$227K 0.07%
3,450
110
$216K 0.06%
3,681
111
$205K 0.06%
4,127
-224
112
$203K 0.06%
+3,939
113
$196K 0.06%
21,513
114
– –
-678
115
– –
-1,724
116
– –
-4,626
117
– –
-1,243
118
– –
-1,055
119
– –
-669
1 2 3 4
5