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
$181M
AUM Growth
+$1.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$32.8M
2
+$17.4M
3
+$1.97M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$368K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$223K

Top Sells

1
+$23M
2
+$20.1M
3
+$523K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$346K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$287K

Sector Composition

1 Technology 2.54%
2 Healthcare 1.91%
3 Financials 1.56%
4 Industrials 1.2%
5 Consumer Discretionary 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.5M 34.52%
838,400
+440,018
2
$47.8M 26.41%
692,212
+251,279
3
$5.76M 3.18%
32,072
-2,914
4
$3.32M 1.83%
92,745
-562,687
5
$3M 1.65%
22,165
-1,622
6
$2.89M 1.6%
22,718
-429
7
$2.5M 1.38%
37,700
-5,212
8
$2.18M 1.2%
22,067
9
$2.1M 1.16%
58,093
-2,893
10
$2.05M 1.13%
14,836
-929
11
$1.97M 1.09%
+15,962
12
$1.87M 1.03%
23,348
-1,374
13
$1.84M 1.01%
17,142
-304
14
$1.68M 0.93%
6,296
-195
15
$1.58M 0.87%
36,015
+8,390
16
$1.57M 0.87%
36,019
-1,957
17
$1.55M 0.85%
23,432
-107
18
$1.26M 0.7%
5,428
-257
19
$1.25M 0.69%
39,061
-776
20
$1.25M 0.69%
17,272
-648
21
$1.24M 0.68%
21,371
-173
22
$1.15M 0.63%
5,675
23
$1.07M 0.59%
23,450
-1,446
24
$1.01M 0.56%
36,329
-1,015
25
$906K 0.5%
17,210
+1,085
1
2 3 4