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
$83.7M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$616K
3
+$533K
4
CI icon
Cigna
CI
+$496K
5
CVX icon
Chevron
CVX
+$485K

Top Sells

1
+$4.33M
2
+$2.48M
3
+$983K
4
NFLX icon
Netflix
NFLX
+$858K
5
APP icon
Applovin
APP
+$835K

Sector Composition

1 Technology 17.99%
2 Energy 11.61%
3 Financials 10.81%
4 Healthcare 7.89%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$786K 0.94%
3,560
+310
27
$786K 0.94%
39,279
-8,110
28
$715K 0.85%
+12,500
29
$693K 0.83%
2,271
+575
30
$689K 0.82%
37,072
31
$613K 0.73%
4,778
-80
32
$601K 0.72%
6,450
-9,200
33
$540K 0.65%
7,350
34
$533K 0.64%
+1,000
35
$530K 0.63%
970
+20
36
$496K 0.59%
+1,508
37
$485K 0.58%
+2,900
38
$471K 0.56%
8,800
39
$460K 0.55%
3,290
-30
40
$442K 0.53%
1,535
-1,400
41
$412K 0.49%
3,530
-130
42
$401K 0.48%
14,050
43
$356K 0.43%
+1,032
44
$352K 0.42%
7,900
-3,750
45
$348K 0.42%
+1,680
46
$332K 0.4%
7,950
-100
47
$331K 0.4%
350
48
$314K 0.37%
+1,210
49
$294K 0.35%
3,480
-920
50
$292K 0.35%
+1,600
1
2
3 4