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CWM
Chicago Wealth Management Portfolio holdings
AUM
$251M
1-Year Est. Return
45.31%
This Fund
S&P 500
1 Year Est. Return
+45.31%
AUM
$251M
AUM Growth
+$1.68M
(+0.67%)
Holding
64
Top Buys
| 1 | +$12.7M | |
| 2 | +$11.2M | |
| 3 | +$10.2M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$7.17M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$6.98M |
Top Sells
| 1 | +$13.6M | |
| 2 | +$12.8M | |
| 3 | +$12M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$11.2M |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$10.4M |
Sector Composition
| 1 | Technology | 2.08% |
| 2 | Consumer Discretionary | 1.59% |
| 3 | Financials | 1.56% |
| 4 | Communication Services | 0.63% |
| 5 | Industrials | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
CBIZ
CBZ
$1.88B
| $376K | 0.15% |
14,000
|
|
||
52
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.4B
| $344K | 0.14% |
2,229
-617
|
|
||
53
Mastercard
MA
$434B
| $314K | 0.13% |
629
|
|
||
54
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.74B
| $314K | 0.13% |
6,935
-209,495
|
|
||
55
Wintrust Financial
WTFC
$10.7B
| $300K | 0.12% |
2,161
|
|
||
56
iShares Russell 2000 ETF
IWM
$81.3B
| $282K | 0.11% |
1,139
|
|
||
57
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.46B
| $214K | 0.09% |
1,306
-77,697
|
|
||
|
VPU
58
Vanguard Utilities ETF
VPU
$8.6B
| $210K | 0.08% |
+1,060
|
|
||
59
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.5B
| $205K | 0.08% |
1,638
|
|
||
60
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
| – | – |
-11,656
|
|
||
|
61
iShares Russell 1000 Growth ETF
IWF
$129B
| – | – |
-94,596
|
|
||
62
Nuveen ESG Large-Cap Growth ETF
NULG
$2.75B
| – | – |
-2,936
|
|
||
63
Invesco S&P 500 Quality ETF
SPHQ
$19.6B
| – | – |
-159,662
|
|
||
64
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.5B
| – | – |
-4,949
|
|