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  Name: Chicago Wealth Management Inc.
  City: CHICAGO
  State: IL
  Zip: 60540
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $168,307,000
  Total Value Change : $21,983,000
  Securities Held Change : 4
   
All Securities Held : 48
  New Positions : 6
  Closed Positions : 2
  Increased Positions : 17
  Unchanged Positions : 12
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 1 - $103.67 $13,226,000 118,527 7.86% 1,829,000 -614 0.046    Closed - End Fund - E...
   (IAK)1 Year Chart         IAK iShares Dow Jones U.S. Insu... 16 - $113.45 $3,675,000 31,308 2.18% 532,000 -79 0.298    Closed - End Fund - E...
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 17 - $48.51 $2,912,000 57,911 1.73% -1,910,000 -34,051 0.016    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 19 - $92.31 $2,829,000 29,965 1.68% -2,806,000 -37,244 0.001    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 24 - $178.02 $1,499,000 9,845 0.89% 48,000 -450 0    Search Engines & Info...
   (CBZ)1 Year Chart         CBZ CBIZ Inc 26 - $74.48 $1,099,000 14,000 0.65% 35,000 -3,000 0.026    Business Services
   (MSFT)1 Year Chart         MSFT Microsoft Corp 29 - $430.32 $955,000 2,269 0.57% 64,000 -100 0    Application Software
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 31 - $142.67 $627,000 4,247 0.37% 26,000 -162 0    Closed - End Fund - E...
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 34 - $0.00 $549,000 7,395 0.33% 20,000 -121 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 35 - $177.81 $527,000 3,000 0.31% -223,000 -20 0    Auto Manufacturers
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 36 - $81.30 $493,000 6,032 0.29% -6,000 -45 0.001    Closed - End Fund - E...
   (PALC)1 Year Chart         PALC Pacer Lunt Large Cap Multif... 40 - $46.63 $394,000 8,443 0.23% 24,000 -581 0.094    N/A
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 47 - $0.00 $240,000 3,149 0.14% -42,000 -906 0.003    N/A
      13 Records Found
  1    
Page 1 of 1
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