CWIG

Chung Wu Investment Group Portfolio holdings

AUM $95.9M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.58M
3
+$7.49M
4
NVDA icon
NVIDIA
NVDA
+$7.28M
5
AAPL icon
Apple
AAPL
+$6.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.41%
2 Financials 9.1%
3 Energy 8.25%
4 Communication Services 6.42%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$343K 0.35%
+4,000
52
$335K 0.34%
+3,500
53
$333K 0.34%
+4,400
54
$330K 0.33%
+3,180
55
$327K 0.33%
+2,000
56
$323K 0.33%
+1,250
57
$322K 0.32%
+630
58
$321K 0.32%
+350
59
$305K 0.31%
+15,178
60
$304K 0.31%
+6,900
61
$295K 0.3%
+2,560
62
$265K 0.27%
+1,790
63
$264K 0.27%
+2,100
64
$262K 0.26%
+7,100
65
$254K 0.26%
+2,105
66
$242K 0.24%
+5,300
67
$242K 0.24%
+1,300
68
$238K 0.24%
+2,200
69
$225K 0.23%
+530
70
$222K 0.22%
+6,100
71
$220K 0.22%
+1,600
72
$218K 0.22%
+206
73
$217K 0.22%
+2,018
74
$216K 0.22%
+875
75
$212K 0.21%
+1,800
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