CWIG

Chung Wu Investment Group Portfolio holdings

AUM $95.9M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.58M
3
+$7.49M
4
NVDA icon
NVIDIA
NVDA
+$7.28M
5
AAPL icon
Apple
AAPL
+$6.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.41%
2 Financials 9.1%
3 Energy 8.25%
4 Communication Services 6.42%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$850K 0.86%
+2,935
27
$835K 0.84%
+2,580
28
$809K 0.82%
+47,389
29
$795K 0.8%
+4,765
30
$791K 0.8%
+8,300
31
$783K 0.79%
+15,840
32
$726K 0.73%
+37,072
33
$668K 0.67%
+3,250
34
$614K 0.62%
+4,450
35
$595K 0.6%
+4,858
36
$572K 0.58%
+3,320
37
$571K 0.58%
+11,650
38
$558K 0.56%
+1,696
39
$544K 0.55%
+950
40
$498K 0.5%
+3,660
41
$482K 0.49%
+7,350
42
$421K 0.42%
+8,800
43
$406K 0.41%
+4,490
44
$399K 0.4%
+14,500
45
$389K 0.39%
+1,200
46
$385K 0.39%
+14,050
47
$372K 0.37%
+3,300
48
$355K 0.36%
+1,860
49
$354K 0.36%
+9,500
50
$354K 0.36%
+8,050
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