CWM

Chicago Wealth Management Portfolio holdings

AUM $210M
1-Year Est. Return 22.89%
This Quarter Est. Return
1 Year Est. Return
+22.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$11M
3 +$9.61M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$9.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$8.96M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.96%
2 Technology 0.91%
3 Healthcare 0.61%
4 Financials 0.38%
5 Consumer Staples 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$271K 0.26%
+5,317
27
$254K 0.24%
+8,769
28
$242K 0.23%
+12,555
29
$231K 0.22%
+3,953
30
$213K 0.2%
+2,473
31
$204K 0.2%
+4,923