KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
1-Year Return
14.5%
This Quarter Return
-0.66%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$251M
AUM Growth
+$11.9M
(+5%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
7.4%
Top 10 Holdings %
Top 10 Hldgs %
74.21%
Holding
98
New
8
Increased
14
Reduced
45
Closed
5
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$29.9M |
| 2 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
$14.5M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$14.3M |
| 4 |
Vanguard Value ETF
VTV
|
$14M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.14M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$28.2M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$14.1M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$9.19M |
| 4 |
ProShares Short S&P500
SH
|
$7.69M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.49M |
Sector Composition
| 1 | Technology | 1.99% |
| 2 | Healthcare | 1.6% |
| 3 | Financials | 1.29% |
| 4 | Industrials | 1.2% |
| 5 | Consumer Discretionary | 0.5% |
