CHICAGO WEALTH MANAGEMENT, INC.

PrivateCIK: 1592178
Location

CHICAGO, IL

59
Positions
$250.51M
Total AUM (reported)
3.19M
Total Shares

Allocation by class

TOTAL AUM$250.51M59 positions
US AER DEF ETF$16.26M6.5%
ISHARES SEMICDTR$15.11M6.0%
STATE STREET IND$14.15M5.6%
GLB INFRASTR ETF$14.02M5.6%
INTL SEL DIV ETF$13.85M5.5%
RARE EARTH AND S$13.05M5.2%
LATN AMER 40 ETF$13.02M5.2%

Portfolio Concentration

Top 318.2%4–1034.5%11–2537.3%Rest10.0%TOP 1052.7%0%100%
Top 3$45.52M18.2%
4–10$86.54M34.5%
11–25$93.52M37.3%
Rest$24.93M10.0%

Top 3 weight

18.2%

Top 10 weight

52.7%

Voting Authority Distribution

Total shares with voting rights: 3.19M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.19M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole59
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:

ISHARES TR

SOLE
US AER DEF ETF
Shares74.34K
TypeSH
Market value$16.26M
6.49%
Sole
0.00
Shared
0.00
None
74.34K

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares45.98K
TypeSH
Market value$15.11M
6.03%
Sole
0.00
Shared
0.00
None
45.98K

SELECT SECTOR SPDR TR

SOLE
STATE STREET IND
Shares87.48K
TypeSH
Market value$14.15M
5.65%
Sole
0.00
Shared
0.00
None
87.48K

ISHARES TR

SOLE
GLB INFRASTR ETF
Shares209.25K
TypeSH
Market value$14.02M
5.60%
Sole
0.00
Shared
0.00
None
209.25K

ISHARES TR

SOLE
INTL SEL DIV ETF
Shares325.36K
TypeSH
Market value$13.85M
5.53%
Sole
0.00
Shared
0.00
None
325.36K

VANECK ETF TRUST

SOLE
RARE EARTH AND S
Shares148.25K
TypeSH
Market value$13.05M
5.21%
Sole
0.00
Shared
0.00
None
148.25K

ISHARES TR

SOLE
LATN AMER 40 ETF
Shares366.68K
TypeSH
Market value$13.02M
5.20%
Sole
0.00
Shared
0.00
None
366.68K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EUROPE ETF
Shares142.21K
TypeSH
Market value$11.72M
4.68%
Sole
0.00
Shared
0.00
None
142.21K

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE PACIFIC ETF
Shares112.08K
TypeSH
Market value$10.95M
4.37%
Sole
0.00
Shared
0.00
None
112.08K

GLOBAL X FDS

SOLE
US INFR DEV ETF
Shares195.37K
TypeSH
Market value$9.93M
3.96%
Sole
0.00
Shared
0.00
None
195.37K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares17K
TypeSH
Market value$9.81M
3.92%
Sole
0.00
Shared
0.00
None
17K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares100.30K
TypeSH
Market value$9.20M
3.67%
Sole
0.00
Shared
0.00
None
100.30K

ISHARES SILVER TR

SOLE
ISHARES
Shares131.61K
TypeSH
Market value$8.97M
3.58%
Sole
0.00
Shared
0.00
None
131.61K

GLOBAL X FDS

SOLE
LITHIUM BTRY ETF
Shares98.74K
TypeSH
Market value$7.34M
2.93%
Sole
0.00
Shared
0.00
None
98.74K

ISHARES INC

SOLE
CORE MSCI EMKT
Shares99.33K
TypeSH
Market value$6.93M
2.77%
Sole
0.00
Shared
0.00
None
99.33K

ISHARES INC

SOLE
MSCI EMRG CHN
Shares86.83K
TypeSH
Market value$6.83M
2.73%
Sole
0.00
Shared
0.00
None
86.83K

FIRST TR EXCHANGE-TRADED FD

SOLE
NAT GAS ETF
Shares206.97K
TypeSH
Market value$6.56M
2.62%
Sole
0.00
Shared
0.00
None
206.97K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares9.54K
TypeSH
Market value$6.21M
2.48%
Sole
0.00
Shared
0.00
None
9.54K

FIRST TR EXCHANGE TRAD FD VI

SOLE
FST TR GLB FD
Shares208.19K
TypeSH
Market value$5.98M
2.39%
Sole
0.00
Shared
0.00
None
208.19K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares51.53K
TypeSH
Market value$5.57M
2.22%
Sole
0.00
Shared
0.00
None
51.53K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares28.37K
TypeSH
Market value$5.16M
2.06%
Sole
0.00
Shared
0.00
None
28.37K

ISHARES U S ETF TR

SOLE
GSCI CMDTY STGY
Shares147.32K
TypeSH
Market value$4.98M
1.99%
Sole
0.00
Shared
0.00
None
147.32K

ISHARES TR

SOLE
MSCI EMG MKT ETF
Shares67.53K
TypeSH
Market value$3.83M
1.53%
Sole
0.00
Shared
0.00
None
67.53K

APPLE INC

SOLE
COM
Shares13.64K
TypeSH
Market value$3.46M
1.38%
Sole
0.00
Shared
0.00
None
13.64K

ISHARES TR

SOLE
TRUST ISHARE 0-1
Shares24.40K
TypeSH
Market value$2.69M
1.08%
Sole
0.00
Shared
0.00
None
24.40K
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