CWIG
Chung Wu Investment Group Portfolio holdings
AUM
$95.9M
This Quarter Return
+7.96%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$99.3M
AUM Growth
–
Cap. Flow
+$99.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.29%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$11M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$7.58M |
| 3 |
Microsoft
MSFT
|
$7.49M |
| 4 |
NVIDIA
NVDA
|
$7.28M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Delta Air Lines
DAL
$40.2B
| $204K | 0.21% |
+3,380
| New | +$204K |
|
77
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$384M
| $200K | 0.2% |
+10,400
| New | +$200K |
|