Portfolio (Quarterly)
Guide ↗
Chicago Wealth Management, Inc.
· CIK 0001592178| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 159,662 | $12.0M | 4.82% | SOLD |
| 2 | IWF | ISHARES TR | — | 23,649 | $11.2M | 4.50% | SOLD |
| 3 | IGV | ISHARES TR | — | 11,656 | $1.2M | 0.49% | SOLD |
| 4 | NULG | NUSHARES ETF TR | — | 2,936 | $287K | 0.12% | SOLD |
| 5 | SPYV | SPDR SERIES TRUST | — | 4,949 | $281K | 0.11% | SOLD |
Sector Allocation
Financial Services
74.3%
Technology
12.0%
Consumer Cyclical
9.2%
Communication Services
3.6%
Industrials
0.9%