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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:
Portfolio Report
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
12590.000
0%
12.830
0%
0.100
+10.90%
+25.19%
18375.055
 
IWB
iShares Russell 1000 ETF
57,926
10335.000
0%
10.530
0%
0.050
+6.76%
+21.64%
38264.406
 
IJS
iShares S&P Small-Cap 600 Value ETF
86,602
6963.000
0%
7.100
0%
0.060
-0.12%
+4.05%
7093.875
 
IYH
iShares U.S. Healthcare ETF
82,145
3544.000
0%
3.610
0%
0.160
-0.46%
+9.57%
3340.421
 
XLP
Consumer Staples Select Sector SPDR
54,287
3419.000
0%
3.480
0%
0.030
+2.41%
+11.63%
16851.669
 
BGT
Blackrock Floating Rate Income Trust
262,381
3377.000
0%
3.440
0%
1.170
+2.83%
+15.96%
296.856
Asset Management
IYF
iShares U.S. Financials ETF
47,334
3261.000
0%
3.320
0%
0.080
+7.50%
+26.68%
3311.052
 
BLW
Blackrock Ltd Duration Income Trust
192,291
3152.000
0%
3.210
0%
0.540
+3.79%
+9.62%
506.366
Asset Management
JFR
Nuveen Floating Rate Income Fund
306,536
3139.000
0%
3.200
0%
0.540
+2.44%
+17.48%
1174.332
Asset Management
PHD
Pioneer Floating Rate Trust
256,036
2809.000
0%
2.860
0%
2.070
+2.08%
+16.42%
121.347
Asset Management

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

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

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Chapwood Capital Investment Management, LLC's Asset Allocation

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Chapwood Capital Investment Management, LLC Past Portfolios

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

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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

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Chapwood Capital Investment Management, LLC's Holdings Bubble Chart

Chapwood Capital Investment Management, LLC News

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