CWM
Chicago Wealth Management Portfolio holdings
AUM
$210M
This Quarter Return
+5.96%
1 Year Return
+22.89%
3 Year Return
+71.69%
5 Year Return
+150.23%
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(+4.2%)
Cap. Flow
+$2.73M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
64.47%
Holding
50
New
7
Increased
7
Reduced
16
Closed
10
Top Buys
| 1 |
SPDR S&P Homebuilders ETF
XHB
|
$9.84M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$8.58M |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$8.23M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$7.05M |
| 5 |
iShares Latin America 40 ETF
ILF
|
$5.74M |
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$9.85M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$7.74M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$5.14M |
| 4 |
iShares Semiconductor ETF
SOXX
|
$5.04M |
| 5 |
SPDR S&P Metals & Mining ETF
XME
|
$4.72M |
Sector Composition
| 1 | Technology | 2.67% |
| 2 | Consumer Discretionary | 2.24% |
| 3 | Financials | 1.79% |
| 4 | Industrials | 0.69% |
| 5 | Consumer Staples | 0.22% |
