CWM
Chicago Wealth Management Portfolio holdings
AUM
$229M
1-Year Est. Return
26.2%
1 Year Est. Return
+26.2%
AUM
$229M
AUM Growth
+$19.6M
(+9.3%)
Holding
54
Top Buys
| 1 | +$11.8M | |
| 2 | +$10.3M | |
| 3 | +$9.66M | |
| 4 |
Global X 1-3 Month T-Bill ETF
CLIP
|
+$4.63M |
| 5 |
Verizon
VZ
|
+$331K |
Top Sells
| 1 | +$10.8M | |
| 2 | +$9.43M | |
| 3 | +$8.37M | |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$4.39M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
51
iShares US Insurance ETF
IAK
$521M
| – | – |
-14,345
|
|
||
52
State Street SPDR S&P Insurance ETF
KIE
$684M
| – | – |
-140,060
|
|
||
53
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$20.3B
| – | – |
-85,371
|
|
||
|
54
Invesco S&P 500 Low Volatility ETF
SPLV
$7.54B
| – | – |
-60,232
|
|