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Chessman Wealth Strategies RIA

Portfolio Profile

CIK: 0001591278 | DALLAS, TX

$211
AUM
1
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Spdr Series Trust(SPIB)5,974$211100.00%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $211

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified46.93%100%+53.07%
Utilities53.07%0%-53.07%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified46.93%100%+53.07%
Mid Cap53.07%0%-53.07%

AUM History

$100.0K | 29 pos.
$79.4K | 26 pos.
$113.6K | 29 pos.
$184.6K | 208 pos.
$93.9K | 25 pos.
$116.9K | 21 pos.
$18.4K | 13 pos.
$3.7K | 5 pos.
$211 | 1 pos.
Q4
17
Q1
18
Q2
18
Q3
18
Q4
18
Q1
19
Q2
19
Q3
19
Q4
19

Recent Activity

Quarter-over-quarter position changes

0
New
4
Closed
0
Increased
1
Decreased
0
Unchanged