CWSR
Chessman Wealth Strategies RIA Portfolio holdings
AUM
$211K
This Quarter Return
+2.87%
1 Year Return
+15.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$18.4M
AUM Growth
+$18.4M
(-84%)
Cap. Flow
-$102M
Cap. Flow
% of AUM
-551.98%
Top 10 Holdings %
Top 10 Hldgs %
96.73%
Holding
24
New
3
Increased
–
Reduced
6
Closed
11
Top Buys
| 1 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$1.75M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$1.7M |
| 3 |
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
|
$1.65M |
Top Sells
Sector Composition
| 1 | Utilities | 10.15% |
| 2 | Healthcare | 1.88% |
| 3 | Industrials | 1.39% |
| 4 | Financials | 0% |
| 5 | Consumer Staples | 0% |
