CWIG

Chung Wu Investment Group Portfolio holdings

AUM $120M
1-Year Est. Return 42.07%
This Quarter Est. Return
1 Year Est. Return
+42.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$5.12M
3 +$1.78M
4
MU icon
Micron Technology
MU
+$1.59M
5
MS icon
Morgan Stanley
MS
+$1.33M

Top Sells

1 +$2.03M
2 +$1.42M
3 +$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$515K
5
DASH icon
DoorDash
DASH
+$394K

Sector Composition

1 Technology 20.19%
2 Financials 12.2%
3 Energy 7.63%
4 Industrials 5.76%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FSCO
226
FS Credit Opportunities Corp
FSCO
$1.29B
$6.22K 0.01%
900
PNC icon
227
PNC Financial Services
PNC
$90.2B
$6.03K 0.01%
30
PG icon
228
Procter & Gamble
PG
$338B
$5.99K 0.01%
39
ZG icon
229
Zillow
ZG
$16.4B
$5.96K 0.01%
80
ALNY icon
230
Alnylam Pharmaceuticals
ALNY
$47.5B
$5.93K ﹤0.01%
13
STM icon
231
STMicroelectronics
STM
$24.9B
$5.65K ﹤0.01%
200
NOW icon
232
ServiceNow
NOW
$134B
$5.52K ﹤0.01%
30
MSFU icon
233
Direxion Daily MSFT Bull 2X Shares
MSFU
$231M
$5.21K ﹤0.01%
100
PRN icon
234
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$342M
$5.18K ﹤0.01%
30
PFE icon
235
Pfizer
PFE
$146B
$5.1K ﹤0.01%
+200
VIXM icon
236
ProShares VIX Mid-Term Futures ETF
VIXM
$47.7M
$4.75K ﹤0.01%
+300
SIRI icon
237
SiriusXM
SIRI
$6.88B
$4.66K ﹤0.01%
+200
KREF
238
KKR Real Estate Finance Trust
KREF
$543M
$4.5K ﹤0.01%
500
IJJ icon
239
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.41B
$4.15K ﹤0.01%
32
DX
240
Dynex Capital
DX
$2.15B
$4.09K ﹤0.01%
333
CUBE icon
241
CubeSmart
CUBE
$9.03B
$4.07K ﹤0.01%
100
TWO
242
Two Harbors Investment
TWO
$1.47B
$3.7K ﹤0.01%
375
F icon
243
Ford
F
$54.2B
$3.59K ﹤0.01%
300
LUMN icon
244
Lumen
LUMN
$8.67B
$3.06K ﹤0.01%
500
RGTI icon
245
Rigetti Computing
RGTI
$8.46B
$2.98K ﹤0.01%
100
AMCR icon
246
Amcor
AMCR
$18.9B
$2.45K ﹤0.01%
+60
MGA icon
247
Magna International
MGA
$15.5B
$1.9K ﹤0.01%
40
SSSS icon
248
SuRo Capital
SSSS
$242M
$1.8K ﹤0.01%
200
SOUN icon
249
SoundHound AI
SOUN
$4.66B
$1.61K ﹤0.01%
100
DJT icon
250
Trump Media & Technology Group
DJT
$3.84B
$1.48K ﹤0.01%
90