CWM
Chicago Wealth Management Portfolio holdings
AUM
$210M
1-Year Est. Return
22.89%
1 Year Est. Return
+22.89%
AUM
$191M
AUM Growth
-$1.66M
(-0.86%)
Holding
53
Top Buys
| 1 | +$10.2M | |
| 2 | +$9.11M | |
| 3 | +$3.51M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$785K |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$443K |
Top Sells
| 1 | +$10M | |
| 2 | +$9.76M | |
| 3 | +$1.28M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$562K |
| 5 |
Nuveen ESG Large-Cap Growth ETF
NULG
|
+$275K |
Sector Composition
| 1 | Technology | 2.39% |
| 2 | Financials | 1.85% |
| 3 | Consumer Discretionary | 1.65% |
| 4 | Industrials | 0.56% |
| 5 | Communication Services | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco S&P 500 High Beta ETF
SPHB
$516M
| – | – |
-14,494
|
|
||
52
SPDR S&P Homebuilders ETF
XHB
$1.83B
| – | – |
-96,013
|
|
||
|
SVMH
53
DELISTED
SRIVARU Holding Limited Ordinary Shares
SVMH
| – | – |
-236
|
|