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
76
$204K 0.21%
+3,380
77
$200K 0.2%
+10,400