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CWIG

Chung Wu Investment Group Portfolio holdings

AUM $152M
1-Year Est. Return 78.53%
This Fund
S&P 500
This Quarter Est. Return
+17.68%
1 Year Est. Return
+78.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.9M
AUM Growth
+$12.3M
Cap. Flow
+$3.93M
Cap. Flow %
4.09%
Top 10 Hldgs %
48.5%
Holding
251
New
183
Increased
14
Reduced
36
Closed
3

Top Buys

Rank Stock Value
1
VST icon
Vistra
VST
+$803K
2
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$797K
3
DDM icon
ProShares Ultra Dow30
DDM
+$456K
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$444K
5
CRWV
CoreWeave
CRWV
+$427K

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$1.75M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.33M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.2M
4
AAPL icon
Apple
AAPL
+$1.09M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$483K

Sector Composition

Rank Sector Weight
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
$5.26B
$209K 0.22%
4,200
-3,700
-47% -$170K
PANW icon
77
Palo Alto Networks
PANW
$297B
$205K 0.21%
+1,000
New +$186K
LOW icon
78
Lowe's Companies
LOW
$125B
$194K 0.2%
875
– –
MS icon
79
Morgan Stanley
MS
$340B
$183K 0.19%
+1,300
New +$160K
LTH icon
80
Life Time Group Holdings
LTH
$9.79B
$182K 0.19%
+6,000
New +$178K
TSM icon
81
TSMC
TSM
$2.18T
$181K 0.19%
+800
New +$148K
DKS icon
82
Dick's Sporting Goods
DKS
$18.7B
$178K 0.19%
+900
New +$167K
INSM icon
83
Insmed
INSM
$28.6B
$173K 0.18%
+1,720
New +$132K
ZIM icon
84
ZIM Integrated Shipping Services
ZIM
$3.24B
$172K 0.18%
+10,700
New +$169K
FLR icon
85
Fluor
FLR
$7.96B
$172K 0.18%
+3,346
New +$133K
NTRA icon
86
Natera
NTRA
$46.4B
$169K 0.18%
+1,000
New +$156K
EWH icon
87
iShares MSCI Hong Kong ETF
EWH
$1.22B
$169K 0.18%
+8,500
New +$155K
NEE icon
88
NextEra Energy
NEE
$177B
$167K 0.17%
+2,400
New +$167K
VZ icon
89
Verizon
VZ
$196B
$159K 0.17%
3,680
-2,000
-35% -$86.6K
EUAD
90
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.25B
$155K 0.16%
+3,600
New +$135K
RTX icon
91
RTX Corp
RTX
$301B
$155K 0.16%
+1,060
New +$141K
TSLR icon
92
GraniteShares 2x Long TSLA Daily ETF
TSLR
$72.5M
$151K 0.16%
+8,000
New +$148K
ELV icon
93
Elevance Health
ELV
$85.5B
$148K 0.15%
+380
New +$153K
BRK.B icon
94
Berkshire Hathaway Class B
BRK.B
$1.13T
$146K 0.15%
300
-700
-70% -$356K
VCIT icon
95
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$145K 0.15%
+1,743
New +$142K
MP icon
96
MP Materials
MP
$9.1B
$136K 0.14%
+4,100
New +$105K
GLD icon
97
SPDR Gold Trust
GLD
$141B
$109K 0.11%
+358
New +$108K
SLF icon
98
Sun Life Financial
SLF
$45.4B
$103K 0.11%
+1,553
New +$95.2K
GOOGL icon
99
Alphabet (Google) Class A
GOOGL
$4.33T
$102K 0.11%
+580
New +$94.9K
APLD icon
100
Applied Digital
APLD
$8.41B
$102K 0.11%
+10,120
New +$74.6K
2 3
4
5 6

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RHAM
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MCCM
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Chung Wu Investment Group's Q2 2025 Portfolio in Review

As of Q2 2025, Chung Wu Investment Group held 251 positions worth $95.9M, up 15% from $83.7M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Chung Wu Investment Group deployed $3.93M of net new capital in Q2 2025, opening 183 new positions and adding to 14 existing holdings. Its largest new stake was Vistra: 5,425 shares worth $1.05M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Energy.

On the sell side, the largest reduction was UnitedHealth, an estimated $1.75M trimmed.

  • Chung Wu Investment Group's largest Q2 2025 buy was Vistra: 5,425 shares worth $1.05M.
  • Chung Wu Investment Group added most to JPMorgan Equity Premium Income ETF in Q2 2025, an estimated $797K increase.
  • Chung Wu Investment Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $1.75M.
  • Chung Wu Investment Group fully exited Alibaba in Q2 2025, selling an estimated $264K.
  • Chung Wu Investment Group's ten largest holdings make up 49% of its $95.9M portfolio in Q2 2025.
  • Chung Wu Investment Group opened 183 new positions and closed 3 in Q2 2025.
  • Chung Wu Investment Group's portfolio value rose 15% quarter-over-quarter to $95.9M.

Based on Chung Wu Investment Group's 13F filing for Q2 2025, filed 22 Jul 2025.