CWSR
Chessman Wealth Strategies RIA Portfolio holdings
AUM
$211K
This Quarter Return
+3.5%
1 Year Return
+15.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+0.1%)
Cap. Flow
-$3.8M
Cap. Flow
% of AUM
-3.34%
Top 10 Holdings %
Top 10 Hldgs %
86.52%
Holding
209
New
180
Increased
4
Reduced
14
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 2.94% |
| 2 | Utilities | 1.51% |
| 3 | Healthcare | 1.16% |
| 4 | Financials | 1.08% |
| 5 | Consumer Staples | 0.97% |
