CWIG

Chung Wu Investment Group Portfolio holdings

AUM $122M
1-Year Est. Return 37.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.72%
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
+$803K
2
+$797K
3
+$456K
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$444K
5
CRWV
CoreWeave Inc
CRWV
+$427K

Top Sells

1
+$1.75M
2
+$1.33M
3
+$1.2M
4
AAPL icon
Apple
AAPL
+$1.09M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$483K

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
26
$867K 0.9%
3,370
-895
27
$791K 0.82%
5,240
-1,130
28
$767K 0.8%
3,496
-800
29
$755K 0.79%
+4,630
30
$738K 0.77%
40,278
+999
31
$690K 0.72%
4,820
+1,920
32
$687K 0.72%
970
33
$684K 0.71%
+2,400
34
$672K 0.7%
37,072
35
$661K 0.69%
1,635
+100
36
$574K 0.6%
1,840
-4,583
37
$571K 0.6%
4,778
38
$567K 0.59%
3,790
+500
39
$562K 0.59%
3,260
-300
40
$532K 0.55%
1,608
+100
41
$510K 0.53%
+10,400
42
$501K 0.52%
+10,400
43
$493K 0.51%
7,050
-300
44
$483K 0.5%
7,150
-5,350
45
$467K 0.49%
+12,000
46
$450K 0.47%
+12,160
47
$448K 0.47%
+10,800
48
$445K 0.46%
450
+100
49
$438K 0.46%
8,500
-300
50
$413K 0.43%
14,050
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