CWIG
Chung Wu Investment Group Portfolio holdings
AUM
$116M
1-Year Est. Return
45.18%
This Fund
S&P 500
1 Year Est. Return
+45.18%
AUM
$116M
AUM Growth
-$6.17M
(-5%)
Holding
302
Top Buys
| 1 | +$1.21M | |
| 2 | +$655K | |
| 3 | +$646K | |
| 4 |
Bloom Energy
BE
|
+$609K |
| 5 |
KRMN
Karman Holdings
KRMN
|
+$562K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$869K | |
| 3 | +$741K | |
| 4 |
Applovin
APP
|
+$728K |
| 5 |
Amazon
AMZN
|
+$656K |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Energy | 10.77% |
| 3 | Financials | 10.45% |
| 4 | Industrials | 8.25% |
| 5 | Healthcare | 3.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MDLN
301
Medline Inc
MDLN
$29.1B
| – | – |
-3,700
|
|
||
|
302
Applovin
APP
$192B
| – | – |
-1,080
|
|