CWR
Chico Wealth RIA Portfolio holdings
AUM
$126M
This Quarter Return
+7.22%
1 Year Return
+13.08%
3 Year Return
+48.88%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+10%)
Cap. Flow
+$3.2M
Cap. Flow
% of AUM
3.02%
Top 10 Holdings %
Top 10 Hldgs %
91.61%
Holding
35
New
1
Increased
12
Reduced
5
Closed
5
Top Buys
Top Sells
| 1 |
Boeing
BA
|
$444K |
| 2 |
Chevron
CVX
|
$362K |
| 3 |
AT&T
T
|
$285K |
| 4 |
Verizon
VZ
|
$217K |
| 5 |
Johnson & Johnson
JNJ
|
$203K |
Sector Composition
| 1 | Technology | 4.17% |
| 2 | Financials | 1.92% |
| 3 | Communication Services | 1.07% |
| 4 | Consumer Staples | 0.86% |
| 5 | Industrials | 0.72% |
