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
$264M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$29.4M
3
+$26M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$21.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.7%
2 Healthcare 1.65%
3 Consumer Discretionary 1.4%
4 Financials 1.32%
5 Industrials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 12.53%
+224,851
2
$29.4M 11.14%
+363,358
3
$26M 9.85%
+604,145
4
$21.4M 8.12%
+205,215
5
$15.8M 6%
+33,215
6
$15.5M 5.89%
+398,144
7
$15.1M 5.71%
+142,362
8
$9.67M 3.66%
+40,054
9
$7.94M 3.01%
+106,344
10
$4.18M 1.58%
+24,326
11
$3.98M 1.51%
+24,461
12
$3.76M 1.43%
+36,586
13
$3.62M 1.37%
+57,018
14
$3.42M 1.3%
+40,443
15
$3.16M 1.2%
+17,820
16
$3.06M 1.16%
+65,733
17
$2.94M 1.11%
+87,179
18
$2.76M 1.05%
+6,938
19
$2.36M 0.89%
+37,488
20
$2.22M 0.84%
+22,067
21
$2.2M 0.83%
+12,009
22
$2.05M 0.78%
+16,757
23
$1.87M 0.71%
+22,324
24
$1.85M 0.7%
+5,504
25
$1.67M 0.63%
+18,104
1
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