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
$187M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$9.14M
2 +$7.82M
3 +$1.79M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$363K
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$214K

Top Sells

1 +$10.6M
2 +$7M
3 +$1.64M
4
LW icon
Lamb Weston
LW
+$208K
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$203K

Sector Composition

1 Technology 2.81%
2 Consumer Discretionary 1.97%
3 Financials 1.7%
4 Communication Services 0.88%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,473
52
-14,856
53
-3,422