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
$95.9M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$818K
3
+$755K
4
AVAV icon
AeroVironment
AVAV
+$684K
5
DDM icon
ProShares Ultra Dow30
DDM
+$510K

Top Sells

1
+$1.43M
2
+$1.43M
3
+$1.28M
4
AAPL icon
Apple
AAPL
+$1.1M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$490K

Sector Composition

1 Technology 18.92%
2 Financials 10.83%
3 Energy 10.4%
4 Industrials 6.1%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
26
GE Aerospace
GE
$322B
$867K 0.9%
3,370
-895
IYY icon
27
iShares Dow Jones US ETF
IYY
$2.71B
$791K 0.82%
5,240
-1,130
AMZN icon
28
Amazon
AMZN
$2.67T
$767K 0.8%
3,496
-800
CRWV
29
CoreWeave Inc
CRWV
$56.6B
$755K 0.79%
+4,630
PAA icon
30
Plains All American Pipeline
PAA
$11.5B
$738K 0.77%
40,278
+999
CVX icon
31
Chevron
CVX
$305B
$690K 0.72%
4,820
+1,920
GS icon
32
Goldman Sachs
GS
$238B
$687K 0.72%
970
AVAV icon
33
AeroVironment
AVAV
$17.5B
$684K 0.71%
+2,400
ET icon
34
Energy Transfer Partners
ET
$58B
$672K 0.7%
37,072
MSTR icon
35
Strategy Inc
MSTR
$73.3B
$661K 0.69%
1,635
+100
UNH icon
36
UnitedHealth
UNH
$297B
$574K 0.6%
1,840
-4,583
EOG icon
37
EOG Resources
EOG
$57.4B
$571K 0.6%
4,778
BX icon
38
Blackstone
BX
$113B
$567K 0.59%
3,790
+500
FI icon
39
Fiserv
FI
$34.4B
$562K 0.59%
3,260
-300
CI icon
40
Cigna
CI
$69.3B
$532K 0.55%
1,608
+100
DDM icon
41
ProShares Ultra Dow30
DDM
$455M
$510K 0.53%
+5,200
SIL icon
42
Global X Silver Miners ETF NEW
SIL
$3.08B
$501K 0.52%
+10,400
AZN icon
43
AstraZeneca
AZN
$252B
$493K 0.51%
7,050
-300
GDXJ icon
44
VanEck Junior Gold Miners ETF
GDXJ
$7.52B
$483K 0.5%
7,150
-5,350
ALLY icon
45
Ally Financial
ALLY
$12.3B
$467K 0.49%
+12,000
USD icon
46
ProShares Ultra Semiconductors
USD
$1.78B
$450K 0.47%
+6,080
TQQQ icon
47
ProShares UltraPro QQQ
TQQQ
$30.6B
$448K 0.47%
+5,400
COST icon
48
Costco
COST
$414B
$445K 0.46%
450
+100
MPLX icon
49
MPLX
MPLX
$52.6B
$438K 0.46%
8,500
-300
KMI icon
50
Kinder Morgan
KMI
$57.7B
$413K 0.43%
14,050
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