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
$83.6M
AUM Growth
-$309K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$841K
2 +$681K
3 +$459K
4
CVX icon
Chevron
CVX
+$409K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$368K

Sector Composition

1 Technology 2.19%
2 Financials 2.09%
3 Consumer Staples 1.21%
4 Communication Services 1.01%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$180K 0.22%
250,000
27
$75.3K 0.09%
8,333
28
$26.2K 0.03%
2,149
29
-51,273
30
-1,210