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
$250M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$18.7M
3
+$7.88M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$7.75M
5
SH icon
ProShares Short S&P500
SH
+$4.2M

Top Sells

1
+$2.35M
2
+$921K
3
+$537K
4
MMM icon
3M
MMM
+$336K
5
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$332K

Sector Composition

1 Technology 1.78%
2 Healthcare 1.76%
3 Financials 1.24%
4 Industrials 0.9%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.7M 25.88%
879,382
+40,982
2
$48.6M 19.43%
757,649
+65,437
3
$31.2M 12.46%
+312,979
4
$18.7M 7.5%
+284,895
5
$8.94M 3.57%
145,025
+127,815
6
$8.71M 3.48%
49,931
+44,446
7
$3.78M 1.51%
19,773
-12,299
8
$3.62M 1.45%
90,696
-2,049
9
$3.12M 1.25%
22,104
-614
10
$3.11M 1.25%
20,507
-1,658
11
$2.55M 1.02%
34,030
-3,670
12
$2.28M 0.91%
21,375
-692
13
$2.24M 0.9%
15,992
+30
14
$2.05M 0.82%
16,998
-144
15
$1.79M 0.71%
13,759
-1,077
16
$1.77M 0.71%
36,590
+575
17
$1.73M 0.69%
44,339
-13,754
18
$1.72M 0.69%
19,573
-3,775
19
$1.71M 0.69%
6,438
+142
20
$1.63M 0.65%
22,630
-802
21
$1.63M 0.65%
34,055
-1,964
22
$1.39M 0.55%
5,675
23
$1.3M 0.52%
16,262
-1,010
24
$1.28M 0.51%
5,354
-74
25
$1.22M 0.49%
20,855
-516
1
2 3 4