CWIG

Chung Wu Investment Group Portfolio holdings

AUM $122M
1-Year Est. Return 37.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.7%
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
51
$394K 0.41%
1,600
52
$378K 0.39%
7,100
+100
53
$376K 0.39%
7,950
54
$365K 0.38%
2,680
-800
55
$357K 0.37%
+1,020
56
$356K 0.37%
+430
57
$345K 0.36%
+2,690
58
$344K 0.36%
+13,400
59
$316K 0.33%
1,300
-380
60
$309K 0.32%
+6,400
61
$305K 0.32%
3,300
+250
62
$298K 0.31%
1,600
63
$289K 0.3%
+24,500
64
$287K 0.3%
1,700
+200
65
$280K 0.29%
3,000
66
$277K 0.29%
15,178
67
$272K 0.28%
+500
68
$267K 0.28%
2,734
69
$266K 0.28%
+5,440
70
$254K 0.26%
+460
71
$238K 0.25%
2,018
72
$235K 0.25%
+4,000
73
$235K 0.24%
+1,930
74
$230K 0.24%
+9,744
75
$218K 0.23%
+5,500
1 2
3
4 5