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
$251M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$14.5M
3
+$14.3M
4
VTV icon
Vanguard Value ETF
VTV
+$14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.14M

Top Sells

1
+$28.2M
2
+$14.1M
3
+$9.19M
4
SH icon
ProShares Short S&P500
SH
+$7.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.49M

Sector Composition

1 Technology 1.99%
2 Healthcare 1.6%
3 Financials 1.29%
4 Industrials 1.2%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.4M 13.32%
612,736
-2,206
2
$29.9M 11.94%
+330,869
3
$20.5M 8.19%
354,541
-132,776
4
$17.9M 7.15%
126,366
-99,421
5
$16.8M 6.69%
260,417
-116,446
6
$16.5M 6.59%
119,618
+101,492
7
$14.5M 5.8%
+979,468
8
$14.3M 5.71%
+207,401
9
$12.9M 5.13%
231,539
+118,246
10
$9.28M 3.7%
186,065
+143,135
11
$3.95M 1.58%
18,578
-609
12
$3.24M 1.3%
86,766
-1,061
13
$3.01M 1.2%
19,396
-101
14
$2.91M 1.16%
39,502
+1,373
15
$2.34M 0.93%
6,528
+16
16
$2.15M 0.86%
21,375
17
$1.88M 0.75%
10,993
-627
18
$1.81M 0.72%
32,243
-612
19
$1.73M 0.69%
16,094
-81
20
$1.57M 0.63%
4,985
-141
21
$1.55M 0.62%
5,675
22
$1.5M 0.6%
8,501
-159,579
23
$1.5M 0.6%
20,660
-650
24
$1.39M 0.55%
15,065
-506
25
$1.37M 0.55%
20,064
-468
1
2 3 4