We are live on ! Find out more
CWSR

Chessman Wealth Strategies RIA Portfolio holdings

AUM $211K
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.9M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.52M
3
+$7.84M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.83M
5
USRT icon
iShares Core US REIT ETF
USRT
+$2.97M

Top Sells

1
+$10.5M
2
+$10.3M
3
+$4.19M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$3.42M
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$3.01M

Sector Composition

1 Utilities 1.79%
2 Financials 1.25%
3 Consumer Staples 1.1%
4 Industrials 0.54%
5 Healthcare 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-100
177
– –
-241,913
178
– –
-210
179
– –
-829
180
– –
-1,025
181
– –
-76
182
– –
-79
183
– –
-34
184
– –
-468
185
– –
-760
186
– –
-200
187
– –
-279
188
– –
-154,386
189
– –
-1,415
190
– –
-1,254
191
– –
-40
192
– –
-692
193
– –
-3
194
– –
-969
195
– –
-1,539
196
– –
-24
197
– –
-935
198
– –
-45
199
– –
-883
200
– –
-188
5 6 7
8
9