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
$246M
AUM Growth
-$4.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.6M
3
+$15M
4
VTV icon
Vanguard Value ETF
VTV
+$7.06M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.53M

Top Sells

1
+$29.9M
2
+$14.2M
3
+$8.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.71M
5
PSQ icon
ProShares Short QQQ
PSQ
+$7.06M

Sector Composition

1 Technology 2.22%
2 Healthcare 1.72%
3 Financials 1.54%
4 Industrials 1.32%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 10.14%
166,825
+47,207
2
$24.5M 9.95%
155,104
+28,738
3
$22M 8.94%
463,857
-148,879
4
$16.1M 6.54%
+162,785
5
$15.6M 6.34%
+369,645
6
$15.4M 6.28%
204,932
-2,469
7
$15M 6.09%
+384,011
8
$12.8M 5.21%
964,036
-15,432
9
$11.4M 4.64%
185,376
-46,163
10
$10.3M 4.18%
146,215
-114,202
11
$4.31M 1.75%
18,151
-427
12
$4.24M 1.72%
81,601
-272,940
13
$3.48M 1.41%
85,750
-1,016
14
$3.28M 1.33%
19,234
-162
15
$3.26M 1.33%
40,770
+1,268
16
$2.71M 1.1%
6,629
+101
17
$2.6M 1.06%
46,950
-139,115
18
$2.38M 0.97%
21,375
19
$2.12M 0.86%
10,993
20
$2.05M 0.83%
31,928
-315
21
$1.86M 0.75%
4,937
-48
22
$1.85M 0.75%
15,808
-286
23
$1.81M 0.74%
9,012
+511
24
$1.7M 0.69%
5,675
25
$1.6M 0.65%
20,537
-123
1
2 3 4 5