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CWIG

Chung Wu Investment Group Portfolio holdings

AUM $152M
1-Year Est. Return 78.53%
This Fund
S&P 500
This Quarter Est. Return
+17.68%
1 Year Est. Return
+78.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.9M
AUM Growth
+$12.3M
Cap. Flow
+$3.93M
Cap. Flow %
4.09%
Top 10 Hldgs %
48.5%
Holding
251
New
183
Increased
14
Reduced
36
Closed
3

Top Buys

Rank Stock Value
1
VST icon
Vistra
VST
+$803K
2
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$797K
3
DDM icon
ProShares Ultra Dow30
DDM
+$456K
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$444K
5
CRWV
CoreWeave
CRWV
+$427K

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$1.75M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.33M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.2M
4
AAPL icon
Apple
AAPL
+$1.09M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$483K

Sector Composition

Rank Sector Weight
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
$93.7B
$394K 0.41%
1,600
– –
VIK icon
52
Viking Holdings
VIK
$47.2B
$378K 0.39%
7,100
+100
+1% +$4.41K
BAC icon
53
Bank of America
BAC
$442B
$376K 0.39%
7,950
– –
PLTR icon
54
Palantir
PLTR
$413B
$365K 0.38%
2,680
-800
-23% -$93.8K
APP icon
55
Applovin
APP
$116B
$357K 0.37%
+1,020
New +$331K
AXON
56
Axon Enterprise
AXON
$46.4B
$356K 0.37%
+430
New +$293K
VRT icon
57
Vertiv
VRT
$105B
$345K 0.36%
+2,690
New +$262K
AAOI icon
58
Applied Optoelectronics
AAOI
$11.5B
$344K 0.36%
+13,400
New +$217K
TTWO icon
59
Take-Two Interactive
TTWO
$46.1B
$316K 0.33%
1,300
-380
-23% -$85.6K
EEM icon
60
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$309K 0.32%
+6,400
New +$288K
WGS icon
61
GeneDx Holdings
WGS
$2.3B
$305K 0.32%
3,300
+250
+8% +$19.6K
HWM icon
62
Howmet Aerospace
HWM
$112B
$298K 0.31%
1,600
– –
TSLL icon
63
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.46B
$289K 0.3%
+24,500
New +$284K
EXPE icon
64
Expedia Group
EXPE
$37.3B
$287K 0.3%
1,700
+200
+13% +$32.4K
UBER icon
65
Uber
UBER
$153B
$280K 0.29%
3,000
– –
HTGC icon
66
Hercules Capital
HTGC
$3.23B
$277K 0.29%
15,178
– –
ISRG icon
67
Intuitive Surgical
ISRG
$134B
$272K 0.28%
+500
New +$261K
WMT icon
68
Walmart Inc
WMT
$890B
$267K 0.28%
2,734
– –
SSO icon
69
ProShares Ultra S&P500
SSO
$8.36B
$266K 0.28%
+5,440
New +$230K
QQQ icon
70
Invesco QQQ Trust
QQQ
$484B
$254K 0.26%
+460
New +$229K
DUK icon
71
Duke Energy
DUK
$97.3B
$238K 0.25%
2,018
– –
QLD icon
72
ProShares Ultra QQQ
QLD
$14.1B
$235K 0.25%
+4,000
New +$194K
SKYY icon
73
First Trust Cloud Computing ETF
SKYY
$3.12B
$235K 0.24%
+1,930
New +$211K
AMTM
74
Amentum Holdings
AMTM
$6.05B
$230K 0.24%
+9,744
New +$204K
SMR icon
75
NuScale Power
SMR
$4.03B
$218K 0.23%
+5,500
New +$138K
1 2
3
4 5

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HWM
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RHAM
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MCCM
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Chung Wu Investment Group's Q2 2025 Portfolio in Review

As of Q2 2025, Chung Wu Investment Group held 251 positions worth $95.9M, up 15% from $83.7M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Chung Wu Investment Group deployed $3.93M of net new capital in Q2 2025, opening 183 new positions and adding to 14 existing holdings. Its largest new stake was Vistra: 5,425 shares worth $1.05M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was UnitedHealth, an estimated $1.75M trimmed.

  • Chung Wu Investment Group's largest Q2 2025 buy was Vistra: 5,425 shares worth $1.05M.
  • Chung Wu Investment Group added most to JPMorgan Equity Premium Income ETF in Q2 2025, an estimated $797K increase.
  • Chung Wu Investment Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $1.75M.
  • Chung Wu Investment Group fully exited Alibaba in Q2 2025, selling an estimated $264K.
  • Chung Wu Investment Group's ten largest holdings make up 49% of its $95.9M portfolio in Q2 2025.
  • Chung Wu Investment Group opened 183 new positions and closed 3 in Q2 2025.
  • Chung Wu Investment Group's portfolio value rose 15% quarter-over-quarter to $95.9M.

Based on Chung Wu Investment Group's 13F filing for Q2 2025, filed 22 Jul 2025.