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
$226M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$6.78M
3
+$809K
4
GM icon
General Motors
GM
+$615K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$326K

Top Sells

1
+$14.7M
2
+$13.9M
3
+$7.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$455K

Sector Composition

1 Technology 2.76%
2 Healthcare 1.86%
3 Financials 1.59%
4 Consumer Discretionary 1.46%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34M 15.04%
230,322
+5,471
2
$28.5M 12.6%
367,556
+4,198
3
$25.6M 11.32%
605,429
+1,284
4
$14.9M 6.6%
145,111
+2,749
5
$14M 6.18%
136,531
-68,684
6
$8.66M 3.83%
38,055
-1,999
7
$7.15M 3.16%
+158,264
8
$6.78M 3%
+384,484
9
$3.89M 1.72%
23,973
-353
10
$3.75M 1.66%
23,783
-678
11
$3.45M 1.53%
44,168
+3,725
12
$3.42M 1.51%
34,903
-1,683
13
$3.25M 1.44%
54,374
-2,644
14
$2.94M 1.3%
16,811
-1,009
15
$2.83M 1.25%
63,653
-2,080
16
$2.74M 1.21%
85,133
-2,046
17
$2.49M 1.1%
6,881
-57
18
$2.43M 1.07%
22,067
19
$2.23M 0.99%
37,867
+379
20
$2.21M 0.98%
17,285
+528
21
$1.77M 0.78%
40,478
+14,067
22
$1.74M 0.77%
10,510
-1,499
23
$1.72M 0.76%
22,503
+179
24
$1.72M 0.76%
5,568
+64
25
$1.59M 0.7%
18,051
-53
1
2 3 4 5