CWM
Chicago Wealth Management Portfolio holdings
AUM
$249M
1-Year Est. Return
32.94%
This Fund
S&P 500
1 Year Est. Return
+32.94%
AUM
$249M
AUM Growth
+$19.4M
(+8.4%)
Holding
56
Top Buys
| 1 | +$9.82M | |
| 2 | +$4.79M | |
| 3 | +$2.54M | |
| 4 |
SPDR Gold Trust
GLD
|
+$1.8M |
| 5 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$1.44M |
Top Sells
| 1 | +$10.5M | |
| 2 | +$4.72M | |
| 3 | +$4.63M | |
| 4 |
Verizon
VZ
|
+$331K |
| 5 |
Microsoft
MSFT
|
+$204K |
Sector Composition
| 1 | Technology | 2.25% |
| 2 | Financials | 1.7% |
| 3 | Consumer Discretionary | 1.67% |
| 4 | Communication Services | 0.69% |
| 5 | Industrials | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
| $281K | 0.11% |
4,949
|
|
||
52
iShares Russell 2000 ETF
IWM
$69.2B
| $280K | 0.11% |
+1,139
|
|
||
53
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.1B
| $217K | 0.09% |
1,638
|
|
||
54
Global X 1-3 Month T-Bill ETF
CLIP
$2.23B
| – | – |
-46,149
|
|
||
|
55
Verizon
VZ
$217B
| – | – |
-7,527
|
|
||
56
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.8B
| – | – |
-39,394
|
|