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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
1
$15.7M 6.84%
74,999
-456
2
$13.8M 6.02%
78,094
-314
3
$13.4M 5.84%
86,938
-478
4
$12.9M 5.62%
304,232
-1,439
5
$12.3M 5.36%
45,387
+43,684
6
$12.3M 5.35%
106,741
+425
7
$11.5M 4.99%
156,346
+228
8
$11.1M 4.84%
181,781
+1,961
9
$10.9M 4.76%
202,760
+2,472
10
$10.8M 4.7%
135,089
+521
11
$10.7M 4.67%
91,600
+132
12
$10.3M 4.49%
+73,076
13
$10.1M 4.4%
85,247
+1,475
14
$9.96M 4.34%
272,449
+8,537
15
$9.75M 4.25%
16,246
+127
16
$9.66M 4.21%
+146,731
17
$7.64M 3.33%
100,033
+799
18
$4.72M 2.06%
39,394
+1,186
19
$4.63M 2.02%
+46,149
20
$3.47M 1.51%
13,625
+13
21
$3.27M 1.42%
4,905
+138
22
$1.77M 0.77%
6,792
23
$1.77M 0.77%
8,227
24
$1.35M 0.59%
5,526
-125
25
$1.25M 0.54%
1,868
1
2 3