KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
This Quarter Return
-2.55%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
+$244M
(-2.5%)
Cap. Flow
+$2.31M
Cap. Flow
% of AUM
0.95%
Top 10 Holdings %
Top 10 Hldgs %
77.41%
Holding
89
New
4
Increased
26
Reduced
36
Closed
1
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$14.3M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.11M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$6.94M |
| 4 |
TriNet
TNET
|
$345K |
| 5 |
Walt Disney
DIS
|
$238K |
Top Sells
| 1 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
$18.5M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.95M |
| 3 |
iShares US Equity Factor ETF
LRGF
|
$1.11M |
| 4 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
$254K |
| 5 |
Cigna
CI
|
$225K |
Sector Composition
| 1 | Technology | 2.19% |
| 2 | Healthcare | 1.63% |
| 3 | Financials | 1.14% |
| 4 | Industrials | 1.11% |
| 5 | Consumer Discretionary | 0.56% |
