CWIG

Chung Wu Investment Group Portfolio holdings

AUM $116M
1-Year Est. Return 45.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.18%
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
+$5.28M
2
+$5.03M
3
+$1.56M
4
MS icon
Morgan Stanley
MS
+$1.23M
5
MU icon
Micron Technology
MU
+$1.21M

Top Sells

1
+$2.02M
2
+$1.37M
3
+$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$489K
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
226
$6.22K 0.01%
900
227
$6.03K 0.01%
30
228
$5.99K 0.01%
39
229
$5.96K 0.01%
80
230
$5.93K ﹤0.01%
13
231
$5.65K ﹤0.01%
200
232
$5.52K ﹤0.01%
30
233
$5.21K ﹤0.01%
100
234
$5.18K ﹤0.01%
30
235
$5.1K ﹤0.01%
+200
236
$4.75K ﹤0.01%
+300
237
$4.66K ﹤0.01%
+200
238
$4.5K ﹤0.01%
500
239
$4.15K ﹤0.01%
32
240
$4.09K ﹤0.01%
333
241
$4.07K ﹤0.01%
100
242
$3.7K ﹤0.01%
375
243
$3.59K ﹤0.01%
300
244
$3.06K ﹤0.01%
500
245
$2.98K ﹤0.01%
100
246
$2.45K ﹤0.01%
+60
247
$1.9K ﹤0.01%
40
248
$1.8K ﹤0.01%
200
249
$1.61K ﹤0.01%
100
250
$1.48K ﹤0.01%
90
8 9
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