CWIG
Chung Wu Investment Group Portfolio holdings
AUM
$95.9M
This Quarter Return
-0.8%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$83.7M
AUM Growth
+$83.7M
(-16%)
Cap. Flow
-$12.1M
Cap. Flow
% of AUM
-14.48%
Top 10 Holdings %
Top 10 Hldgs %
56.02%
Holding
96
New
19
Increased
13
Reduced
23
Closed
28
Top Buys
| 1 |
VanEck Junior Gold Miners ETF
GDXJ
|
$715K |
| 2 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
$616K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$533K |
| 4 |
Cigna
CI
|
$496K |
| 5 |
Chevron
CVX
|
$485K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$4.33M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.48M |
| 3 |
ProShares UltraPro QQQ
TQQQ
|
$983K |
| 4 |
Netflix
NFLX
|
$858K |
| 5 |
Applovin
APP
|
$835K |
Sector Composition
| 1 | Technology | 17.99% |
| 2 | Energy | 11.61% |
| 3 | Financials | 10.81% |
| 4 | Healthcare | 7.89% |
| 5 | Consumer Discretionary | 4.68% |
