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CWM

Chicago Wealth Management Portfolio holdings

AUM $251M
1-Year Est. Return 45.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.68M
3
+$8.13M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$4.63M
5
VZ icon
Verizon
VZ
+$326K

Top Sells

1
+$10.6M
2
+$9.43M
3
+$8.37M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.39M
5
IAK icon
iShares US Insurance ETF
IAK
+$1.93M

Sector Composition

1 Technology 2.38%
2 Financials 1.77%
3 Consumer Discretionary 1.65%
4 Communication Services 0.73%
5 Industrials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,345
52
– –
-140,060
53
– –
-85,371
54
– –
-60,232
1 2
3