KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
This Quarter Return
+4.96%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$293M
AUM Growth
+$293M
(+19%)
Cap. Flow
+$40.6M
Cap. Flow
% of AUM
13.85%
Top 10 Holdings %
Top 10 Hldgs %
68.47%
Holding
109
New
11
Increased
35
Reduced
35
Closed
3
Top Buys
| 1 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
$22.3M |
| 2 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
$21.9M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$13.5M |
| 4 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
$12.9M |
| 5 |
iShares Gold Trust
IAU
|
$7.14M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$16.1M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$15.6M |
| 3 |
ProShares Short QQQ
PSQ
|
$6.59M |
| 4 |
ProShares Short S&P500
SH
|
$4.24M |
| 5 |
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% |
