CWIG

Chung Wu Investment Group Portfolio holdings

AUM $122M
1-Year Est. Return 37.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.7%
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
+$803K
2
+$797K
3
+$456K
4
SIL icon
Global X Silver Miners ETF NEW
SIL
+$444K
5
CRWV
CoreWeave Inc
CRWV
+$427K

Top Sells

1
+$1.75M
2
+$1.33M
3
+$1.2M
4
AAPL icon
Apple
AAPL
+$1.09M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$483K

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
76
$209K 0.22%
4,200
-3,700
77
$205K 0.21%
+1,000
78
$194K 0.2%
875
79
$183K 0.19%
+1,300
80
$182K 0.19%
+6,000
81
$181K 0.19%
+800
82
$178K 0.19%
+900
83
$173K 0.18%
+1,720
84
$172K 0.18%
+10,700
85
$172K 0.18%
+3,346
86
$169K 0.18%
+1,000
87
$169K 0.18%
+8,500
88
$167K 0.17%
+2,400
89
$159K 0.17%
3,680
-2,000
90
$155K 0.16%
+3,600
91
$155K 0.16%
+1,060
92
$151K 0.16%
+8,000
93
$148K 0.15%
+380
94
$146K 0.15%
300
-700
95
$145K 0.15%
+1,743
96
$136K 0.14%
+4,100
97
$109K 0.11%
+358
98
$103K 0.11%
+1,553
99
$102K 0.11%
+580
100
$102K 0.11%
+10,120
2 3
4
5 6