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
$81.8M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$5.66M
3 +$5.52M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$5.46M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.42M

Sector Composition

1 Technology 1.45%
2 Industrials 1.08%
3 Consumer Discretionary 0.64%
4 Healthcare 0.56%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-20,476