KWM
Kaydan Wealth Management Portfolio holdings
AUM
$305M
This Quarter Return
+8.26%
1 Year Return
+14.5%
3 Year Return
+27.19%
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
–
Cap. Flow
+$264M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.5%
Holding
106
New
106
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$33.1M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$29.4M |
| 3 |
First Trust Value Line Dividend Fund
FVD
|
$26M |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$21.4M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$15.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.7% |
| 2 | Healthcare | 1.65% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Financials | 1.32% |
| 5 | Industrials | 1.12% |
