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
$244M
AUM Growth
-$6.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$8.11M
3
+$6.94M
4
TNET icon
TriNet
TNET
+$345K
5
DIS icon
Walt Disney
DIS
+$238K

Top Sells

1
+$18.5M
2
+$7.95M
3
+$1.11M
4
FNX icon
First Trust Mid Cap Core AlphaDEX Fund
FNX
+$254K
5
CI icon
Cigna
CI
+$225K

Sector Composition

1 Technology 2.19%
2 Healthcare 1.63%
3 Financials 1.14%
4 Industrials 1.11%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.8M 24.5%
996,018
+238,369
2
$53.7M 22.02%
881,881
+2,499
3
$25.3M 10.39%
238,243
-74,736
4
$17.8M 7.3%
266,308
+121,283
5
$15.8M 6.5%
88,816
+38,885
6
$3.97M 1.63%
19,464
-309
7
$3.59M 1.47%
89,437
-1,259
8
$3.18M 1.3%
21,979
-125
9
$3.04M 1.25%
19,737
-770
10
$2.58M 1.06%
35,333
+1,303
11
$2.34M 0.96%
16,978
+986
12
$2.22M 0.91%
13,445
-314
13
$2.07M 0.85%
6,456
+18
14
$1.99M 0.82%
21,375
15
$1.95M 0.8%
39,000
+2,410
16
$1.89M 0.78%
16,155
-843
17
$1.78M 0.73%
32,882
-1,173
18
$1.62M 0.66%
5,675
19
$1.62M 0.66%
22,242
-388
20
$1.51M 0.62%
5,239
-115
21
$1.51M 0.62%
16,751
-2,822
22
$1.33M 0.55%
20,855
23
$1.19M 0.49%
14,830
-1,432
24
$1.15M 0.47%
20,915
-574
25
$1.08M 0.44%
4,332
+209
1
2 3 4