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
$293M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.9M
3
+$13.5M
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$12.9M
5
IAU icon
iShares Gold Trust
IAU
+$7.14M

Top Sells

1
+$16.1M
2
+$15.6M
3
+$6.59M
4
SH icon
ProShares Short S&P500
SH
+$4.24M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$580K

Sector Composition

1 Technology 1.86%
2 Healthcare 1.59%
3 Financials 1.49%
4 Industrials 1.22%
5 Consumer Discretionary 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 9.22%
166,134
-691
2
$25.7M 8.76%
151,681
-3,423
3
$24.7M 8.41%
2,027,786
+1,063,750
4
$24M 8.17%
211,293
+196,757
5
$23.3M 7.94%
554,056
+170,045
6
$21.9M 7.48%
+287,355
7
$16M 5.47%
200,814
-4,118
8
$13.7M 4.68%
313,383
-150,474
9
$13.5M 4.61%
+142,718
10
$11M 3.74%
147,717
+1,502
11
$10.8M 3.68%
182,040
-3,336
12
$4.66M 1.59%
17,944
-207
13
$3.82M 1.3%
44,545
+3,775
14
$3.64M 1.24%
86,284
+534
15
$3.55M 1.21%
19,458
+224
16
$3.29M 1.12%
54,196
+7,246
17
$2.97M 1.01%
6,694
+65
18
$2.74M 0.94%
21,375
19
$2.24M 0.76%
32,168
+240
20
$2.14M 0.73%
10,180
+1,168
21
$2.03M 0.69%
5,675
22
$2M 0.68%
4,761
-176
23
$1.94M 0.66%
15,751
-57
24
$1.84M 0.63%
10,739
-254
25
$1.7M 0.58%
20,141
+247
1
2 3 4 5