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
$339M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$14.2M
3
+$7.29M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7M
5
PSQ icon
ProShares Short QQQ
PSQ
+$5.65M

Top Sells

1
+$15.5M
2
+$399K
3
+$378K
4
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$282K
5
IAU icon
iShares Gold Trust
IAU
+$208K

Sector Composition

1 Technology 1.91%
2 Healthcare 1.47%
3 Financials 1.3%
4 Industrials 1.04%
5 Consumer Discretionary 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.1M 10.64%
206,508
-2,168
2
$29.6M 8.74%
374,116
-5,044
3
$29M 8.57%
144,602
+107,703
4
$28.5M 8.41%
290,612
+144,822
5
$28M 8.26%
285,200
+71,342
6
$26.6M 7.86%
148,544
+40,670
7
$21.9M 6.47%
1,956,737
-25,220
8
$19.1M 5.64%
384,789
-4,195
9
$18.7M 5.52%
239,685
-761
10
$11.3M 3.34%
286,688
+143,221
11
$4.97M 1.47%
17,567
-135
12
$4.39M 1.3%
48,343
+846
13
$3.78M 1.12%
19,101
-207
14
$3.71M 1.09%
59,500
+1,211
15
$3.67M 1.08%
80,656
-2,248
16
$3.27M 0.96%
6,692
-13
17
$2.62M 0.77%
21,375
18
$2.47M 0.73%
11,170
+256
19
$2.42M 0.71%
30,098
-1,113
20
$2.38M 0.7%
10,223
-235
21
$2.16M 0.64%
5,637
+398
22
$2.15M 0.63%
4,999
-33
23
$2.06M 0.61%
3,579
+371
24
$2.05M 0.61%
5,675
-43
25
$2.04M 0.6%
15,128
-162
1
2 3 4 5