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
$83.7M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$616K
3
+$533K
4
CI icon
Cigna
CI
+$496K
5
CVX icon
Chevron
CVX
+$485K

Top Sells

1
+$4.33M
2
+$2.48M
3
+$983K
4
NFLX icon
Netflix
NFLX
+$858K
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
APP icon
76
Applovin
APP
$203B
– –
-2,580
CAVA icon
77
CAVA Group
CAVA
$7.29B
– –
-3,300
DAL icon
78
Delta Air Lines
DAL
$38.9B
– –
-3,380
DDM icon
79
ProShares Ultra Dow30
DDM
$435M
– –
-8,300
DELL icon
80
Dell
DELL
$100B
– –
-2,560
DUOL icon
81
Duolingo
DUOL
$14.8B
– –
-1,200
EWBC icon
82
East-West Bancorp
EWBC
$13.2B
– –
-3,500
FOUR icon
83
Shift4
FOUR
$5.07B
– –
-3,180
GGLL icon
84
Direxion Daily GOOGL Bull 2X Shares
GGLL
$510M
– –
-5,300
HOOD icon
85
Robinhood
HOOD
$115B
– –
-9,500
SPUU icon
86
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$202M
– –
-1,790
TOST icon
87
Toast
TOST
$21.9B
– –
-6,100
TQQQ icon
88
ProShares UltraPro QQQ
TQQQ
$28.1B
– –
-12,420
TSLL icon
89
Direxion Daily TSLA Bull 2X Shares
TSLL
$7.88B
– –
-14,500
TTD icon
90
Trade Desk
TTD
$24.4B
– –
-1,800
VST icon
91
Vistra
VST
$68.2B
– –
-4,450
XLE icon
92
Energy Select Sector SPDR Fund
XLE
$25.8B
– –
-4,000
XLV icon
93
Health Care Select Sector SPDR Fund
XLV
$35.3B
– –
-1,600
FLUT icon
94
Flutter Entertainment
FLUT
$44.2B
– –
-1,250
YMAG icon
95
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$397M
– –
-10,400
RDDT icon
96
Reddit
RDDT
$36.5B
– –
-2,000
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