CWIG

Chung Wu Investment Group Portfolio holdings

AUM $116M
1-Year Est. Return 45.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.03M
3
+$1.56M
4
MS icon
Morgan Stanley
MS
+$1.23M
5
MU icon
Micron Technology
MU
+$1.21M

Top Sells

1
+$2.02M
2
+$1.37M
3
+$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$489K
5
DASH icon
DoorDash
DASH
+$394K

Sector Composition

1 Technology 20.19%
2 Financials 12.2%
3 Energy 7.63%
4 Industrials 5.76%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.05%
2,220
27
$1.12M 0.93%
3,729
+359
28
$1.05M 0.87%
14,360
-4,070
29
$1.02M 0.85%
10,250
+3,100
30
$881K 0.73%
7,350
+350
31
$848K 0.71%
5,220
-20
32
$841K 0.7%
38,740
-5,500
33
$832K 0.69%
16,800
+4,640
34
$823K 0.69%
3,746
+250
35
$819K 0.68%
1,140
+120
36
$818K 0.68%
14,215
-24,771
37
$755K 0.63%
+8,260
38
$729K 0.61%
14,100
+3,300
39
$723K 0.6%
10,100
-300
40
$676K 0.56%
32,000
+7,500
41
$629K 0.52%
36,649
-423
42
$617K 0.51%
3,970
-850
43
$602K 0.5%
35,279
-4,999
44
$596K 0.5%
+4,095
45
$545K 0.45%
21,000
+7,600
46
$541K 0.45%
7,050
47
$519K 0.43%
4,628
-150
48
$483K 0.4%
2,650
-30
49
$480K 0.4%
1,490
-145
50
$477K 0.4%
2,790
-1,000
1
2
3 4 5