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
$126M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$8.61M
2 +$8.4M
3 +$8.09M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$7.46M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.04M

Top Sells

1 +$18.2M
2 +$12.6M
3 +$8.34M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$6.44M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$5.17M

Sector Composition

1 Technology 2.68%
2 Consumer Discretionary 2.41%
3 Financials 1.87%
4 Industrials 0.87%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-118,300