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CWIG

Chung Wu Investment Group Portfolio holdings

AUM $152M
1-Year Est. Return 78.53%
This Fund
S&P 500
This Quarter Est. Return
+17.68%
1 Year Est. Return
+78.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.9M
AUM Growth
+$12.3M
Cap. Flow
+$3.93M
Cap. Flow %
4.09%
Top 10 Hldgs %
48.5%
Holding
251
New
183
Increased
14
Reduced
36
Closed
3

Top Buys

Rank Stock Value
1
VST icon
Vistra
VST
+$803K
2
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$797K
3
DDM icon
ProShares Ultra Dow30
DDM
+$456K
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$444K
5
CRWV
CoreWeave
CRWV
+$427K

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$1.75M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.33M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.2M
4
AAPL icon
Apple
AAPL
+$1.09M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$483K

Sector Composition

Rank Sector Weight
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
$384B
$867K 0.9%
3,370
-895
-21% -$196K
IYY icon
27
iShares Dow Jones US ETF
IYY
$3.06B
$791K 0.82%
5,240
-1,130
-18% -$157K
AMZN icon
28
Amazon
AMZN
$2.96T
$767K 0.8%
3,496
-800
-19% -$158K
CRWV
29
CoreWeave
CRWV
$49.5B
$755K 0.79%
+4,630
New +$427K
PAA icon
30
Plains All American Pipeline
PAA
$16.1B
$738K 0.77%
40,278
+999
+3% +$17.4K
CVX icon
31
Chevron
CVX
$366B
$690K 0.72%
4,820
+1,920
+66% +$271K
GS icon
32
Goldman Sachs
GS
$303B
$687K 0.72%
970
– –
AVAV icon
33
AeroVironment
AVAV
$9.45B
$684K 0.71%
+2,400
New +$406K
ET icon
34
Energy Transfer Partners
ET
$69.3B
$672K 0.7%
37,072
– –
MSTR icon
35
Strategy Inc
MSTR
$38.4B
$661K 0.69%
1,635
+100
+7% +$36.4K
UNH icon
36
UnitedHealth
UNH
$370B
$574K 0.6%
1,840
-4,583
-71% -$1.75M
EOG icon
37
EOG Resources
EOG
$70.7B
$571K 0.6%
4,778
– –
BX icon
38
Blackstone
BX
$110B
$567K 0.59%
3,790
+500
+15% +$68.7K
FISV
39
Fiserv Inc
FISV
$27.9B
$562K 0.59%
3,260
-300
-8% -$54.4K
CI icon
40
Cigna
CI
$74.6B
$532K 0.55%
1,608
+100
+7% +$32.2K
DDM icon
41
ProShares Ultra Dow30
DDM
$545M
$510K 0.53%
+10,400
New +$456K
SIL icon
42
Global X Silver Miners ETF NEW
SIL
$4.75B
$501K 0.52%
+10,400
New +$444K
AZN icon
43
AstraZeneca
AZN
$250B
$493K 0.51%
3,525
-150
-4% -$21K
GDXJ icon
44
VanEck Junior Gold Miners ETF
GDXJ
$8.46B
$483K 0.5%
7,150
-5,350
-43% -$338K
ALLY icon
45
Ally Financial
ALLY
$13.3B
$467K 0.49%
+12,000
New +$416K
USD icon
46
ProShares Ultra Semiconductors
USD
$2.95B
$450K 0.47%
+12,160
New +$304K
TQQQ icon
47
ProShares UltraPro QQQ
TQQQ
$37.9B
$448K 0.47%
+10,800
New +$342K
COST icon
48
Costco
COST
$420B
$445K 0.46%
450
+100
+29% +$99.4K
MPLX icon
49
MPLX
MPLX
$59.7B
$438K 0.46%
8,500
-300
-3% -$15.2K
KMI icon
50
Kinder Morgan
KMI
$68.7B
$413K 0.43%
14,050
– –
1
2
3 4 5

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Chung Wu Investment Group's Q2 2025 Portfolio in Review

As of Q2 2025, Chung Wu Investment Group held 251 positions worth $95.9M, up 15% from $83.7M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Chung Wu Investment Group deployed $3.93M of net new capital in Q2 2025, opening 183 new positions and adding to 14 existing holdings. Its largest new stake was Vistra: 5,425 shares worth $1.05M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was UnitedHealth, an estimated $1.75M trimmed.

  • Chung Wu Investment Group's largest Q2 2025 buy was Vistra: 5,425 shares worth $1.05M.
  • Chung Wu Investment Group added most to JPMorgan Equity Premium Income ETF in Q2 2025, an estimated $797K increase.
  • Chung Wu Investment Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $1.75M.
  • Chung Wu Investment Group fully exited Alibaba in Q2 2025, selling an estimated $264K.
  • Chung Wu Investment Group's ten largest holdings make up 49% of its $95.9M portfolio in Q2 2025.
  • Chung Wu Investment Group opened 183 new positions and closed 3 in Q2 2025.
  • Chung Wu Investment Group's portfolio value rose 15% quarter-over-quarter to $95.9M.

Based on Chung Wu Investment Group's 13F filing for Q2 2025, filed 22 Jul 2025.