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CWM

Chicago Wealth Management Portfolio holdings

AUM $251M
1-Year Est. Return 45.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.68M
3
+$8.13M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$4.63M
5
VZ icon
Verizon
VZ
+$326K

Top Sells

1
+$10.6M
2
+$9.43M
3
+$8.37M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.39M
5
IAK icon
iShares US Insurance ETF
IAK
+$1.93M

Sector Composition

1 Technology 2.38%
2 Financials 1.77%
3 Consumer Discretionary 1.65%
4 Communication Services 0.73%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.52%
2,705
-300
27
$1.02M 0.44%
19,944
+4,660
28
$992K 0.43%
6,243
29
$930K 0.41%
1,795
+2
30
$819K 0.36%
3,732
+13
31
$779K 0.34%
4,173
32
$746K 0.33%
3,934
-56,976
33
$741K 0.32%
14,000
34
$710K 0.31%
4,986
35
$655K 0.29%
3,081
36
$634K 0.28%
1,933
+10
37
$583K 0.25%
4,192
-219
38
$536K 0.23%
6,141
-30
39
$534K 0.23%
2,621
40
$457K 0.2%
2,846
41
$430K 0.19%
8,298
-183
42
$370K 0.16%
6,436
+50
43
$358K 0.16%
629
44
$331K 0.14%
+7,527
45
$327K 0.14%
12,822
+2,449
46
$287K 0.13%
+869
47
$286K 0.12%
2,161
48
$274K 0.12%
4,949
49
$235K 0.1%
2,362
50
$213K 0.09%
+1,638
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