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
$95.9M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$818K
3 +$755K
4
AVAV icon
AeroVironment
AVAV
+$684K
5
DDM icon
ProShares Ultra Dow30
DDM
+$510K

Top Sells

1 +$1.43M
2 +$1.43M
3 +$1.28M
4
AAPL icon
Apple
AAPL
+$1.1M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$490K

Sector Composition

1 Technology 18.92%
2 Financials 10.83%
3 Energy 10.4%
4 Industrials 6.1%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RITM icon
226
Rithm Capital
RITM
$6.16B
$5.64K 0.01%
+500
PNC icon
227
PNC Financial Services
PNC
$72.2B
$5.59K 0.01%
+30
ZG icon
228
Zillow
ZG
$17B
$5.48K 0.01%
+80
JOBY icon
229
Joby Aviation
JOBY
$13.4B
$5.28K 0.01%
+500
MSFU icon
230
Direxion Daily MSFT Bull 2X Shares
MSFU
$185M
$4.97K 0.01%
+100
PRN icon
231
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$393M
$4.71K ﹤0.01%
+30
IE icon
232
Ivanhoe Electric
IE
$1.88B
$4.54K ﹤0.01%
+500
INTC icon
233
Intel
INTC
$183B
$4.48K ﹤0.01%
+200
KREF
234
KKR Real Estate Finance Trust
KREF
$526M
$4.38K ﹤0.01%
+500
CUBE icon
235
CubeSmart
CUBE
$8.6B
$4.25K ﹤0.01%
+100
ALNY icon
236
Alnylam Pharmaceuticals
ALNY
$57.4B
$4.24K ﹤0.01%
+13
DX
237
Dynex Capital
DX
$1.97B
$4.07K ﹤0.01%
+333
TWO
238
Two Harbors Investment
TWO
$1.01B
$4.04K ﹤0.01%
+375
IJJ icon
239
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.88B
$3.96K ﹤0.01%
+32
F icon
240
Ford
F
$52.2B
$3.25K ﹤0.01%
+300
LUMN icon
241
Lumen
LUMN
$11.1B
$2.19K ﹤0.01%
+500
NFE icon
242
New Fortress Energy
NFE
$424M
$1.66K ﹤0.01%
+500
SSSS icon
243
SuRo Capital
SSSS
$251M
$1.64K ﹤0.01%
+200
DJT icon
244
Trump Media & Technology Group
DJT
$3.97B
$1.62K ﹤0.01%
+90
MGA icon
245
Magna International
MGA
$14.1B
$1.54K ﹤0.01%
+40
RGTI icon
246
Rigetti Computing
RGTI
$12.1B
$1.19K ﹤0.01%
+100
SOUN icon
247
SoundHound AI
SOUN
$6.41B
$1.07K ﹤0.01%
+100
GPMT
248
Granite Point Mortgage Trust
GPMT
$126M
$701 ﹤0.01%
+284
PM icon
249
Philip Morris
PM
$231B
-1,600
CTAS icon
250
Cintas
CTAS
$74.7B
-1,000