CWIG

Chung Wu Investment Group Portfolio holdings

AUM $122M
1-Year Est. Return 37.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.7%
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
+$803K
2
+$797K
3
+$456K
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$444K
5
CRWV
CoreWeave Inc
CRWV
+$427K

Top Sells

1
+$1.75M
2
+$1.33M
3
+$1.2M
4
AAPL icon
Apple
AAPL
+$1.09M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$483K

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
226
$5.64K 0.01%
+500
227
$5.59K 0.01%
+30
228
$5.48K 0.01%
+80
229
$5.28K 0.01%
+500
230
$4.97K 0.01%
+100
231
$4.71K ﹤0.01%
+30
232
$4.54K ﹤0.01%
+500
233
$4.48K ﹤0.01%
+200
234
$4.38K ﹤0.01%
+500
235
$4.25K ﹤0.01%
+100
236
$4.24K ﹤0.01%
+13
237
$4.07K ﹤0.01%
+333
238
$4.04K ﹤0.01%
+375
239
$3.96K ﹤0.01%
+32
240
$3.25K ﹤0.01%
+300
241
$2.19K ﹤0.01%
+500
242
$1.66K ﹤0.01%
+500
243
$1.64K ﹤0.01%
+200
244
$1.62K ﹤0.01%
+90
245
$1.54K ﹤0.01%
+40
246
$1.19K ﹤0.01%
+100
247
$1.07K ﹤0.01%
+100
248
$701 ﹤0.01%
+284
249
– –
-2,000
250
– –
-1,000
7 8 9
10
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