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
$95.9M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$818K
3
+$755K
4
AVAV icon
AeroVironment
AVAV
+$684K
5
DDM icon
ProShares Ultra Dow30
DDM
+$510K

Top Sells

1
+$1.43M
2
+$1.43M
3
+$1.28M
4
AAPL icon
Apple
AAPL
+$1.1M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$490K

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
DASH icon
51
DoorDash
DASH
$102B
$394K 0.41%
1,600
VIK icon
52
Viking Holdings
VIK
$25.4B
$378K 0.39%
7,100
+100
BAC icon
53
Bank of America
BAC
$383B
$376K 0.39%
7,950
PLTR icon
54
Palantir
PLTR
$448B
$365K 0.38%
2,680
-800
APP icon
55
Applovin
APP
$209B
$357K 0.37%
+1,020
AXON icon
56
Axon Enterprise
AXON
$50.2B
$356K 0.37%
+430
VRT icon
57
Vertiv
VRT
$72.9B
$345K 0.36%
+2,690
AAOI icon
58
Applied Optoelectronics
AAOI
$1.96B
$344K 0.36%
+13,400
TTWO icon
59
Take-Two Interactive
TTWO
$47B
$316K 0.33%
1,300
-380
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$21B
$309K 0.32%
+6,400
WGS icon
61
GeneDx Holdings
WGS
$3.96B
$305K 0.32%
3,300
+250
HWM icon
62
Howmet Aerospace
HWM
$83B
$298K 0.31%
1,600
TSLL icon
63
Direxion Daily TSLA Bull 2X Shares
TSLL
$8.56B
$289K 0.3%
+24,500
EXPE icon
64
Expedia Group
EXPE
$26.5B
$287K 0.3%
1,700
+200
UBER icon
65
Uber
UBER
$193B
$280K 0.29%
3,000
HTGC icon
66
Hercules Capital
HTGC
$3.29B
$277K 0.29%
15,178
ISRG icon
67
Intuitive Surgical
ISRG
$194B
$272K 0.28%
+500
WMT icon
68
Walmart
WMT
$809B
$267K 0.28%
2,734
SSO icon
69
ProShares Ultra S&P500
SSO
$7.86B
$266K 0.28%
+2,720
QQQ icon
70
Invesco QQQ Trust
QQQ
$396B
$254K 0.26%
+460
DUK icon
71
Duke Energy
DUK
$96.2B
$238K 0.25%
2,018
QLD icon
72
ProShares Ultra QQQ
QLD
$10.5B
$235K 0.25%
+2,000
SKYY icon
73
First Trust Cloud Computing ETF
SKYY
$3.3B
$235K 0.24%
+1,930
AMTM
74
Amentum Holdings
AMTM
$5.41B
$230K 0.24%
+9,744
SMR icon
75
NuScale Power
SMR
$5.08B
$218K 0.23%
+5,500
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3
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