CWM

Chicago Wealth Management Portfolio holdings

AUM $249M
1-Year Est. Return 32.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.94%
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
+$10.3M
2
+$9.93M
3
+$8.62M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.36M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.14M

Top Sells

1
+$10.3M
2
+$9.55M
3
+$8.52M
4
IAK icon
iShares US Insurance ETF
IAK
+$2.13M
5
XLK icon
State Street Technology Select Sector SPDR ETF
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
51
– –
-180,960
52
– –
-279,281
53
– –
-3,046
54
– –
-19,730
1 2
3