KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
1-Year Return
14.5%
This Quarter Return
+2.6%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$312M
AUM Growth
+$10.9M
(+3.6%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
68.34%
Holding
113
New
5
Increased
33
Reduced
36
Closed
6
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$16.6M |
| 2 |
iShares Silver Trust
SLV
|
$15.1M |
| 3 |
iShares Gold Trust
IAU
|
$7.64M |
| 4 |
ProShares Short S&P500
SH
|
$6.78M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$6.75M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$16.5M |
| 2 |
Direxion Daily S&P 500 Bear 1X Shares
SPDN
|
$10.6M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.87M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$6.57M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$620K |
Sector Composition
| 1 | Technology | 1.95% |
| 2 | Financials | 1.6% |
| 3 | Healthcare | 1.48% |
| 4 | Industrials | 0.99% |
| 5 | Consumer Discretionary | 0.75% |
