CWIG

Chung Wu Investment Group Portfolio holdings

AUM $120M
1-Year Est. Return 42.07%
This Quarter Est. Return
1 Year Est. Return
+42.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.9M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$818K
3
+$755K
4
AVAV icon
AeroVironment
AVAV
+$684K
5
DDM icon
ProShares Ultra Dow30
DDM
+$510K

Top Sells

1
+$1.43M
2
+$1.43M
3
+$1.28M
4
AAPL icon
Apple
AAPL
+$1.1M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$490K

Sector Composition

1 Technology 18.92%
2 Financials 10.83%
3 Energy 10.4%
4 Industrials 6.1%
5 Healthcare 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPIQ icon
76
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$1.64B
$209K 0.22%
4,200
-3,700
PANW icon
77
Palo Alto Networks
PANW
$144B
$205K 0.21%
+1,000
LOW icon
78
Lowe's Companies
LOW
$131B
$194K 0.2%
875
MS icon
79
Morgan Stanley
MS
$263B
$183K 0.19%
+1,300
LTH icon
80
Life Time Group Holdings
LTH
$5.6B
$182K 0.19%
+6,000
TSM icon
81
TSMC
TSM
$1.52T
$181K 0.19%
+800
DKS icon
82
Dick's Sporting Goods
DKS
$19.6B
$178K 0.19%
+900
INSM icon
83
Insmed
INSM
$39.9B
$173K 0.18%
+1,720
ZIM icon
84
ZIM Integrated Shipping Services
ZIM
$1.82B
$172K 0.18%
+10,700
FLR icon
85
Fluor
FLR
$7.66B
$172K 0.18%
+3,346
NTRA icon
86
Natera
NTRA
$27.4B
$169K 0.18%
+1,000
EWH icon
87
iShares MSCI Hong Kong ETF
EWH
$742M
$169K 0.18%
+8,500
NEE icon
88
NextEra Energy
NEE
$171B
$167K 0.17%
+2,400
VZ icon
89
Verizon
VZ
$167B
$159K 0.17%
3,680
-2,000
EUAD
90
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.1B
$155K 0.16%
+3,600
RTX icon
91
RTX Corp
RTX
$233B
$155K 0.16%
+1,060
TSLR icon
92
GraniteShares 2x Long TSLA Daily ETF
TSLR
$381M
$151K 0.16%
+8,000
ELV icon
93
Elevance Health
ELV
$70.7B
$148K 0.15%
+380
BRK.B icon
94
Berkshire Hathaway Class B
BRK.B
$1.05T
$146K 0.15%
300
-700
VCIT icon
95
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$145K 0.15%
+1,743
MP icon
96
MP Materials
MP
$9.73B
$136K 0.14%
+4,100
GLD icon
97
SPDR Gold Trust
GLD
$127B
$109K 0.11%
+358
SLF icon
98
Sun Life Financial
SLF
$34.6B
$103K 0.11%
+1,553
GOOGL icon
99
Alphabet (Google) Class A
GOOGL
$3.43T
$102K 0.11%
+580
APLD icon
100
Applied Digital
APLD
$9.25B
$102K 0.11%
+10,120
2 3
4
5 6