CWIG

Chung Wu Investment Group Portfolio holdings

AUM $122M
1-Year Est. Return 37.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.7M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$647K
2
+$630K
3
+$486K
4
CI icon
Cigna
CI
+$454K
5
CVX icon
Chevron
CVX
+$454K

Top Sells

1
+$5.07M
2
+$2.77M
3
+$983K
4
NFLX icon
Netflix
NFLX
+$875K
5
APP icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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