CWIG

Chung Wu Investment Group Portfolio holdings

AUM $116M
1-Year Est. Return 45.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.18%
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
+$5.28M
2
+$5.03M
3
+$1.56M
4
MS icon
Morgan Stanley
MS
+$1.23M
5
MU icon
Micron Technology
MU
+$1.21M

Top Sells

1
+$2.02M
2
+$1.37M
3
+$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$489K
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
51
$472K 0.39%
1,500
-900
52
$465K 0.39%
1,800
+500
53
$451K 0.38%
1,500
+1,300
54
$450K 0.38%
750
+290
55
$448K 0.37%
7,200
+100
56
$438K 0.37%
+4,703
57
$430K 0.36%
2,655
+2,555
58
$425K 0.35%
8,500
59
$423K 0.35%
+2,600
60
$419K 0.35%
6,250
+2,150
61
$410K 0.34%
7,950
62
$394K 0.33%
1,745
+1,695
63
$392K 0.33%
13,850
-200
64
$388K 0.32%
3,600
+300
65
$376K 0.31%
2,750
-1,880
66
$372K 0.31%
6,640
+1,200
67
$366K 0.3%
+1,300
68
$363K 0.3%
1,700
69
$355K 0.3%
+3,180
70
$338K 0.28%
1,660
+660
71
$324K 0.27%
350
-100
72
$319K 0.27%
3,800
+2,800
73
$314K 0.26%
1,600
74
$313K 0.26%
1,012
+950
75
$306K 0.26%
+6,530
1 2
3
4 5