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
$88.5M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Sells

1 +$5.07M
2 +$201K
3 +$6.71K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$5.26K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.24K

Sector Composition

1 Technology 1.7%
2 Industrials 0.95%
3 Consumer Discretionary 0.73%
4 Healthcare 0.44%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$226K 0.26%
2,790
-65
27
-1,460