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
$77.7M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$458K
2 +$420K
3 +$200K
4
IPW icon
iPower
IPW
+$134K
5
BNC
CEA Industries
BNC
+$87K

Top Sells

1 +$7.73M
2 +$4.57M
3 +$2.83M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.62M
5
AMZN icon
Amazon
AMZN
+$344K

Sector Composition

1 Financials 2.3%
2 Technology 2.11%
3 Consumer Staples 1.73%
4 Utilities 0.54%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-10,231