CWIG

Chung Wu Investment Group Portfolio holdings

AUM $116M
1-Year Est. Return 45.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.03M
3
+$1.56M
4
MS icon
Morgan Stanley
MS
+$1.23M
5
MU icon
Micron Technology
MU
+$1.21M

Top Sells

1
+$2.02M
2
+$1.37M
3
+$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$489K
5
DASH icon
DoorDash
DASH
+$394K

Sector Composition

1 Technology 20.19%
2 Financials 12.2%
3 Energy 7.63%
4 Industrials 5.76%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$303K 0.25%
+2,700
77
$294K 0.24%
3,000
78
$282K 0.23%
2,734
79
$272K 0.23%
+3,600
80
$268K 0.22%
+3,000
81
$250K 0.21%
2,018
82
$248K 0.21%
1,720
83
$245K 0.2%
12,978
-2,200
84
$238K 0.2%
+1,800
85
$237K 0.2%
+1,100
86
$237K 0.2%
+1,000
87
$235K 0.2%
4,400
-2,000
88
$235K 0.2%
7,000
+6,800
89
$223K 0.19%
800
90
$220K 0.18%
875
91
$199K 0.17%
+1,500
92
$189K 0.16%
+6,000
93
$181K 0.15%
2,400
94
$177K 0.15%
1,060
95
$165K 0.14%
920
+280
96
$161K 0.13%
1,000
97
$158K 0.13%
3,600
-80
98
$151K 0.13%
300
99
$147K 0.12%
1,743
100
$141K 0.12%
580
2 3
4
5 6