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Home > Institutional Investor > Chicago Wealth Management, Inc. > Profile

Instuitional Investor - Chicago Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Chicago Wealth Management, Inc.
Portfolio Value $146,324,217
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 119,141 $11,396,984 7.78%
2.
Ishares Trust
 IEF 23,689 $9,609,206 6.56%
3.
Sector Spdr Trust
 XLB 82,648 $9,421,033 6.43%
4.
Ishares Trust
 IEF 323,126 $9,390,053 6.41%
5.
Ishares Trust
 IEF 16,003 $9,219,210 6.3%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)