CWR

Chico Wealth RIA Portfolio holdings

AUM $126M
1-Year Est. Return 13.08%
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.32%
2 Communication Services 2.32%
3 Financials 1.68%
4 Consumer Staples 1%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-106,103