Chicago Wealth Management, Inc. Buys Invesco S&P 500 Low Volatility ETF, SPDR Dividend ETF, VanEck Gold Miners ETF, Sells iShares Short Treasury Bond ETF, iShares Russell 2000 Value ETF, VanEck Junior Gold Miners ETF

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Feb 15, 2022
Investment company Chicago Wealth Management, Inc. (Current Portfolio) buys Invesco S&P 500 Low Volatility ETF, SPDR Dividend ETF, VanEck Gold Miners ETF, The Home Depot Inc, Abbott Laboratories, sells iShares Short Treasury Bond ETF, iShares Russell 2000 Value ETF, VanEck Junior Gold Miners ETF, iShares Select Dividend ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Chicago Wealth Management, Inc.. As of 2021Q4, Chicago Wealth Management, Inc. owns 46 stocks with a total value of $149 million. These are the details of the buys and sells.

For the details of Chicago Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/chicago+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Chicago Wealth Management, Inc.
  1. BTC iShares Core MSCI EAFE ETF (IEFA) - 240,175 shares, 12.02% of the total portfolio. Shares added by 1.64%
  2. iShares Russell 1000 Growth ETF (IWF) - 32,157 shares, 6.59% of the total portfolio. Shares added by 0.46%
  3. Invesco S&P 500 Low Volatility ETF (SPLV) - 136,091 shares, 6.26% of the total portfolio. New Position
  4. iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) - 16,563 shares, 6.02% of the total portfolio. Shares added by 3.77%
  5. Financial Select Sector SPDR (XLF) - 229,727 shares, 6.02% of the total portfolio. Shares added by 2.55%
New Purchase: Invesco S&P 500 Low Volatility ETF (SPLV)

Chicago Wealth Management, Inc. initiated holding in Invesco S&P 500 Low Volatility ETF. The purchase prices were between $60.71 and $68.52, with an estimated average price of $64.18. The stock is now traded at around $63.945000. The impact to a portfolio due to this purchase was 6.26%. The holding were 136,091 shares as of 2021-12-31.

New Purchase: VanEck Gold Miners ETF (GDX)

Chicago Wealth Management, Inc. initiated holding in VanEck Gold Miners ETF. The purchase prices were between $29.16 and $34.3, with an estimated average price of $31.49. The stock is now traded at around $32.301800. The impact to a portfolio due to this purchase was 1.24%. The holding were 57,592 shares as of 2021-12-31.

New Purchase: The Home Depot Inc (HD)

Chicago Wealth Management, Inc. initiated holding in The Home Depot Inc. The purchase prices were between $326.47 and $416.18, with an estimated average price of $382.21. The stock is now traded at around $354.520000. The impact to a portfolio due to this purchase was 0.19%. The holding were 680 shares as of 2021-12-31.

New Purchase: Abbott Laboratories (ABT)

Chicago Wealth Management, Inc. initiated holding in Abbott Laboratories. The purchase prices were between $115.53 and $141.46, with an estimated average price of $128.29. The stock is now traded at around $124.840000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,434 shares as of 2021-12-31.

New Purchase: Procter & Gamble Co (PG)

Chicago Wealth Management, Inc. initiated holding in Procter & Gamble Co. The purchase prices were between $138.79 and $164.19, with an estimated average price of $148.79. The stock is now traded at around $158.175000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,232 shares as of 2021-12-31.

New Purchase: Alphabet Inc (GOOG)

Chicago Wealth Management, Inc. initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2734.505100. The impact to a portfolio due to this purchase was 0.14%. The holding were 70 shares as of 2021-12-31.

Added: SPDR Dividend ETF (SDY)

Chicago Wealth Management, Inc. added to a holding in SPDR Dividend ETF by 1259.92%. The purchase prices were between $118.24 and $129.12, with an estimated average price of $123.75. The stock is now traded at around $125.220000. The impact to a portfolio due to this purchase was 4.72%. The holding were 58,830 shares as of 2021-12-31.

Sold Out: iShares Select Dividend ETF (DVY)

Chicago Wealth Management, Inc. sold out a holding in iShares Select Dividend ETF. The sale prices were between $113.57 and $122.59, with an estimated average price of $118.59.



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