KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
This Quarter Return
+2.38%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$250M
AUM Growth
+$250M
(+38%)
Cap. Flow
+$66.8M
Cap. Flow
% of AUM
26.72%
Top 10 Holdings %
Top 10 Hldgs %
77.78%
Holding
90
New
6
Increased
19
Reduced
44
Closed
5
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$31.2M |
| 2 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
$18.7M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.88M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$7.75M |
| 5 |
ProShares Short S&P500
SH
|
$4.2M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.35M |
| 2 |
General Motors
GM
|
$921K |
| 3 |
iShares US Equity Factor ETF
LRGF
|
$537K |
| 4 |
3M
MMM
|
$336K |
| 5 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
$332K |
Sector Composition
| 1 | Technology | 1.78% |
| 2 | Healthcare | 1.76% |
| 3 | Financials | 1.24% |
| 4 | Industrials | 0.9% |
| 5 | Consumer Discretionary | 0.54% |
