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
$210M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$10.4M
3
+$9.11M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.39M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.19M

Top Sells

1
+$10.3M
2
+$9.55M
3
+$8.52M
4
IAK icon
iShares US Insurance ETF
IAK
+$2.16M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.04M

Sector Composition

1 Technology 2.07%
2 Financials 1.82%
3 Consumer Discretionary 1.73%
4 Industrials 0.48%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAVE icon
51
Global X US Infrastructure Development ETF
PAVE
$9.79B
– –
-225,800
RSPT icon
52
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.45B
– –
-279,281
SHY icon
53
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
– –
-3,046
XLK icon
54
Technology Select Sector SPDR Fund
XLK
$97.9B
– –
-9,865
1 2
3