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
$120M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.12M
3
+$1.78M
4
MU icon
Micron Technology
MU
+$1.59M
5
MS icon
Morgan Stanley
MS
+$1.33M

Top Sells

1
+$2.03M
2
+$1.42M
3
+$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$515K
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
AVAV icon
51
AeroVironment
AVAV
$17.9B
$472K 0.39%
1,500
-900
TTWO icon
52
Take-Two Interactive
TTWO
$46.8B
$465K 0.39%
1,800
+500
NSC icon
53
Norfolk Southern
NSC
$63.3B
$451K 0.38%
1,500
+1,300
QQQ icon
54
Invesco QQQ Trust
QQQ
$398B
$450K 0.38%
750
+290
VIK icon
55
Viking Holdings
VIK
$25.6B
$448K 0.37%
7,200
+100
ETR icon
56
Entergy
ETR
$43B
$438K 0.37%
+4,703
AMD icon
57
Advanced Micro Devices
AMD
$419B
$430K 0.36%
2,655
+2,555
MPLX icon
58
MPLX
MPLX
$52.9B
$425K 0.35%
8,500
LITE icon
59
Lumentum
LITE
$16.6B
$423K 0.35%
+2,600
MP icon
60
MP Materials
MP
$9.74B
$419K 0.35%
6,250
+2,150
BAC icon
61
Bank of America
BAC
$385B
$410K 0.34%
7,950
SNOW icon
62
Snowflake
SNOW
$89.9B
$394K 0.33%
1,745
+1,695
KMI icon
63
Kinder Morgan
KMI
$57.8B
$392K 0.33%
13,850
-200
WGS icon
64
GeneDx Holdings
WGS
$3.96B
$388K 0.32%
3,600
+300
CRWV
65
CoreWeave Inc
CRWV
$56.2B
$376K 0.31%
2,750
-1,880
SSO icon
66
ProShares Ultra S&P500
SSO
$7.92B
$372K 0.31%
3,320
+600
ORCL icon
67
Oracle
ORCL
$716B
$366K 0.3%
+1,300
EXPE icon
68
Expedia Group
EXPE
$26.5B
$363K 0.3%
1,700
OKLO
69
Oklo
OKLO
$17.9B
$355K 0.3%
+3,180
PANW icon
70
Palo Alto Networks
PANW
$144B
$338K 0.28%
1,660
+660
COST icon
71
Costco
COST
$416B
$324K 0.27%
350
-100
CCJ icon
72
Cameco
CCJ
$41.6B
$319K 0.27%
3,800
+2,800
HWM icon
73
Howmet Aerospace
HWM
$82.6B
$314K 0.26%
1,600
AJG icon
74
Arthur J. Gallagher & Co
AJG
$64.3B
$313K 0.26%
1,012
+950
IREN icon
75
Iris Energy
IREN
$20.3B
$306K 0.26%
+6,530
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3
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