KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
This Quarter Return
+0.58%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+0.87%)
Cap. Flow
+$4.72M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
74.07%
Holding
92
New
1
Increased
11
Reduced
52
Closed
8
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
$32.8M |
| 2 |
ProShares Short S&P500
SH
|
$17.4M |
| 3 |
Vanguard Value ETF
VTV
|
$1.97M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$368K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$223K |
Top Sells
Sector Composition
| 1 | Technology | 2.54% |
| 2 | Healthcare | 1.91% |
| 3 | Financials | 1.56% |
| 4 | Industrials | 1.2% |
| 5 | Consumer Discretionary | 1.2% |
