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
$117M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$19.3M
3
+$18.6M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.64M
5
USRT icon
iShares Core US REIT ETF
USRT
+$1.65M

Top Sells

1
+$10.3M
2
+$10.3M
3
+$9.8M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$5.05M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$4.67M

Sector Composition

1 Utilities 1.58%
2 Consumer Staples 0.9%
3 Industrials 0.51%
4 Financials 0.51%
5 Energy 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-177,112
27
– –
-480
28
– –
-16,929
29
– –
-10,000
30
– –
-410,536
1
2