KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
This Quarter Return
+6.88%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$305M
AUM Growth
+$305M
(-2%)
Cap. Flow
-$19.6M
Cap. Flow
% of AUM
-6.42%
Top 10 Holdings %
Top 10 Hldgs %
64.83%
Holding
118
New
11
Increased
25
Reduced
44
Closed
6
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$25.4M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$20.9M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$20.4M |
| 4 |
iShares S&P 100 ETF
OEF
|
$4.27M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.96M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$20.2M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$20M |
| 3 |
First Trust Large Cap Value AlphaDEX Fund
FTA
|
$14.6M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$13.3M |
| 5 |
ProShares Short QQQ
PSQ
|
$11.5M |
Sector Composition
| 1 | Technology | 2.38% |
| 2 | Financials | 1.77% |
| 3 | Healthcare | 1.41% |
| 4 | Industrials | 1.19% |
| 5 | Consumer Discretionary | 0.82% |
