KWM

Kaydan Wealth Management Portfolio holdings

AUM $299M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.88M
3
+$6.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M
5
IAU icon
iShares Gold Trust
IAU
+$5.66M

Top Sells

1
+$8.86M
2
+$7.87M
3
+$924K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$597K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$230K

Sector Composition

1 Technology 2.26%
2 Financials 1.76%
3 Industrials 1.44%
4 Healthcare 1.11%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 11.62%
678,621
-15,855
2
$32.5M 9.27%
446,063
+86,818
3
$31.4M 8.97%
168,421
+2,075
4
$30M 8.58%
206,197
+49,026
5
$26.1M 7.46%
270,776
+127,726
6
$18.3M 5.22%
96,251
-3,205
7
$16.6M 4.73%
199,544
-107,124
8
$10.9M 3.11%
257,273
-219,170
9
$7.66M 2.19%
116,211
+106,324
10
$7.43M 2.12%
89,144
-2,129
11
$6.79M 1.94%
+92,520
12
$5.91M 1.69%
17,745
+1,632
13
$5.86M 1.67%
89,759
+7,716
14
$5.52M 1.58%
16,811
-570
15
$5.34M 1.53%
59,744
-1,215
16
$4.76M 1.36%
54,568
+5,129
17
$4.17M 1.19%
52,194
+3,300
18
$4.14M 1.18%
19,195
+76
19
$4.11M 1.17%
6,143
+256
20
$3.97M 1.13%
6,610
-191
21
$3.94M 1.13%
16,275
+914
22
$3.72M 1.06%
80,475
-1,624
23
$3.65M 1.04%
21,175
24
$3.31M 0.95%
55,270
+5,787
25
$2.96M 0.84%
29,988
+538
1
2 3 4 5