CWSR

Chessman Wealth Strategies RIA Portfolio holdings

AUM $211K
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211K
AUM Growth
-$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.95M
2
+$497K
3
+$478K
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$298K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$238K

Sector Composition

1 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPIB icon
1
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$211K 100%
5,974
-8,432
ELD icon
2
WisdomTree Emerging Markets Local Debt Fund
ELD
$76.4M
– –
-13,897
GOVI icon
3
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.08B
– –
-13,972
OGE icon
4
OGE Energy
OGE
$9.36B
– –
-42,877
SPYG icon
5
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
– –
-6,127