KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
This Quarter Return
+6.97%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(-1.8%)
Cap. Flow
-$11.6M
Cap. Flow
% of AUM
-4.71%
Top 10 Holdings %
Top 10 Hldgs %
68.31%
Holding
101
New
8
Increased
15
Reduced
50
Closed
3
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$16.1M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$15.6M |
| 3 |
iShares Gold Trust
IAU
|
$15M |
| 4 |
Vanguard Value ETF
VTV
|
$7.06M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.53M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$29.9M |
| 2 |
ProShares Short S&P500
SH
|
$14.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.03M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.71M |
| 5 |
ProShares Short QQQ
PSQ
|
$7.06M |
Sector Composition
| 1 | Technology | 2.22% |
| 2 | Healthcare | 1.72% |
| 3 | Financials | 1.54% |
| 4 | Industrials | 1.32% |
| 5 | Consumer Discretionary | 0.78% |
