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
$120M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.12M
3
+$1.78M
4
MU icon
Micron Technology
MU
+$1.59M
5
MS icon
Morgan Stanley
MS
+$1.33M

Top Sells

1
+$2.03M
2
+$1.42M
3
+$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$515K
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
MA icon
26
Mastercard
MA
$497B
$1.26M 1.05%
2,220
GE icon
27
GE Aerospace
GE
$323B
$1.12M 0.93%
3,729
+359
OKE icon
28
Oneok
OKE
$41.6B
$1.05M 0.87%
14,360
-4,070
GDXJ icon
29
VanEck Junior Gold Miners ETF
GDXJ
$7.5B
$1.02M 0.85%
10,250
+3,100
NFLX icon
30
Netflix
NFLX
$463B
$881K 0.73%
735
+35
IYY icon
31
iShares Dow Jones US ETF
IYY
$2.72B
$848K 0.71%
5,220
-20
PFFA icon
32
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.81B
$841K 0.7%
38,740
-5,500
USD icon
33
ProShares Ultra Semiconductors
USD
$1.85B
$832K 0.69%
8,400
+2,320
AMZN icon
34
Amazon
AMZN
$2.66T
$823K 0.69%
3,746
+250
APP icon
35
Applovin
APP
$209B
$819K 0.68%
1,140
+120
JEPQ icon
36
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.3B
$818K 0.68%
14,215
-24,771
KTOS icon
37
Kratos Defense & Security Solutions
KTOS
$13.1B
$755K 0.63%
+8,260
TQQQ icon
38
ProShares UltraPro QQQ
TQQQ
$31B
$729K 0.61%
7,050
+1,650
SIL icon
39
Global X Silver Miners ETF NEW
SIL
$3.08B
$723K 0.6%
10,100
-300
TSLL icon
40
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.63B
$676K 0.56%
32,000
+7,500
ET icon
41
Energy Transfer Partners
ET
$58.2B
$629K 0.52%
36,649
-423
CVX icon
42
Chevron
CVX
$306B
$617K 0.51%
3,970
-850
PAA icon
43
Plains All American Pipeline
PAA
$11.4B
$602K 0.5%
35,279
-4,999
CRDO icon
44
Credo Technology Group
CRDO
$29.7B
$596K 0.5%
+4,095
AAOI icon
45
Applied Optoelectronics
AAOI
$1.95B
$545K 0.45%
21,000
+7,600
AZN icon
46
AstraZeneca
AZN
$253B
$541K 0.45%
7,050
EOG icon
47
EOG Resources
EOG
$57.6B
$519K 0.43%
4,628
-150
PLTR icon
48
Palantir
PLTR
$449B
$483K 0.4%
2,650
-30
MSTR icon
49
Strategy Inc
MSTR
$72.3B
$480K 0.4%
1,490
-145
BX icon
50
Blackstone
BX
$112B
$477K 0.4%
2,790
-1,000
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