CWIG
Chung Wu Investment Group Portfolio holdings
AUM
$120M
1-Year Est. Return
42.07%
1 Year Est. Return
+42.07%
AUM
$120M
AUM Growth
+$24.1M
(+25%)
Holding
292
Top Buys
| 1 | +$5.39M | |
| 2 | +$5.12M | |
| 3 | +$1.78M | |
| 4 |
Micron Technology
MU
|
+$1.59M |
| 5 |
Morgan Stanley
MS
|
+$1.33M |
Top Sells
| 1 | +$2.03M | |
| 2 | +$1.42M | |
| 3 | +$1.27M | |
| 4 |
ProShares Ultra Dow30
DDM
|
+$515K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Kodiak Gas Services
KGS
$2.94B
| – | – |
-300
|
|
||
277
Johnson & Johnson
JNJ
$448B
| – | – |
-100
|
|
||
278
Intuitive Surgical
ISRG
$194B
| – | – |
-500
|
|
||
279
Hologic
HOLX
$16.5B
| – | – |
-400
|
|
||
280
iShares Core High Dividend ETF
HDV
$11.3B
| – | – |
-400
|
|
||
281
Chart Industries
GTLS
$8.97B
| – | – |
-220
|
|
||
282
Grindr
GRND
$2.53B
| – | – |
-700
|
|
||
283
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$1.65B
| – | – |
-25,460
|
|
||
284
Elevance Health
ELV
$70.7B
| – | – |
-380
|
|
||
285
Dick's Sporting Goods
DKS
$19.6B
| – | – |
-900
|
|
||
|
286
DoorDash
DASH
$102B
| – | – |
-1,600
|
|
||
287
Dominion Energy
D
$51B
| – | – |
-100
|
|
||
288
Chipotle Mexican Grill
CMG
$42.3B
| – | – |
-300
|
|
||
289
Comcast
CMCSA
$102B
| – | – |
0
|
|
||
290
CAVA Group
CAVA
$5.84B
| – | – |
-150
|
|
||
291
Cheesecake Factory
CAKE
$2.4B
| – | – |
0
|
|
||
292
Axon Enterprise
AXON
$50.2B
| – | – |
-430
|
|