CC

Chapwood Capital Investment Management, LLC

13F
Chapwood Capital Investment Management, LLC
Last update 2020-01-22 69 Stocks (0 new)
Value $98.00 Mil Turnover 0 %
Countries:
Top Holdings: XLU(12.83%)IWB(10.53%)IJS(7.10%)IYH(3.61%)XLP(3.48%)
Summary Stock Picks Current Portfolio
Chapwood Capital Investment Ma... Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XLU 		Utilities Select Sector SPDR ETF
194,826
12,590.0
0%
12.830
0%
0.100
+4.37%
+6.58%
18,197.1
 
IWB 		iShares Russell 1000 ETF
57,926
10,335.0
0%
10.530
0%
0.050
+4.33%
+2.32%
40,349.0
 
IJS 		iShares S&P Small-Cap 600 Value ETF
86,602
6,963.0
0%
7.100
0%
0.060
-2.45%
-8.85%
6,177.8
 
IYH 		iShares U.S. Healthcare ETF
82,145
3,544.0
0%
3.610
0%
0.160
-10.03%
-3.50%
2,772.4
 
XLP 		Consumer Staples Select Sector SPDR
54,287
3,419.0
0%
3.480
0%
0.030
-1.54%
+3.78%
16,578.8
 
BGT 		Blackrock Floating Rate Income Trust
262,381
3,377.0
0%
3.440
0%
1.170
+2.10%
+2.03%
319.0
Asset Management
IYF 		iShares U.S. Financials ETF
47,334
3,261.0
0%
3.320
0%
0.080
+4.18%
+5.02%
3,495.5
 
BLW 		Blackrock Ltd Duration Income Trust
192,291
3,152.0
0%
3.210
0%
0.540
+1.63%
+3.78%
532.9
Asset Management
JFR 		Nuveen Floating Rate Income Fund
306,536
3,139.0
0%
3.200
0%
0.540
+0.98%
-0.81%
1,118.0
Asset Management
PHD 		Pioneer Floating Rate Trust
256,036
2,809.0
0%
2.860
0%
2.070
+5.10%
+5.19%
121.2
Asset Management

Chapwood Capital Investment Management, LLC's Historical Top Holdings Breakdowns

Chapwood Capital Investment Management, LLC Total Holding History ($B)

To

Chapwood Capital Investment Management, LLC's Asset Allocation

To

Chapwood Capital Investment Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Chapwood Capital Investment Management, LLC's Hypothetical Growth since 2019-12-31

Chapwood Capital Investment Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Chapwood Capital Investment Management, LLC's Holdings Heat Map

Size field:

Chapwood Capital Investment Management, LLC's Holdings Bubble Chart

Chapwood Capital Investment Management, LLC News

  • 1

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