We are live on ! Find out more
CWIG

Chung Wu Investment Group Portfolio holdings

AUM $152M
1-Year Est. Return 78.53%
This Fund
S&P 500
This Quarter Est. Return
+44.71%
1 Year Est. Return
+78.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$152M
AUM Growth
+$36M
Cap. Flow
+$9.38M
Cap. Flow %
6.17%
Top 10 Hldgs %
47.11%
Holding
315
New
56
Increased
45
Reduced
43
Closed
32

Top Buys

Rank Stock Value
1
SPCX
SpaceX
SPCX
+$2.63M
2
QQQI icon
NEOS Nasdaq 100 High Income ETF
QQQI
+$1.24M
3
SNDK
Sandisk
SNDK
+$879K
4
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$747K
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$699K

Top Sells

Rank Stock Value
1
AAOI icon
Applied Optoelectronics
AAOI
+$953K
2
VST icon
Vistra
VST
+$824K
3
CVX icon
Chevron
CVX
+$670K
4
CCJ icon
Cameco
CCJ
+$575K
5
KRMN
Karman Holdings
KRMN
+$467K

Sector Composition

Rank Sector Weight
1 Miscellaneous 38.21%
2 Technology 24.73%
3 Industrials 10.09%
4 Financials 9.33%
5 Energy 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APP icon
101
Applovin
APP
$105B
$206K 0.14%
+400
New +$193K
SSO icon
102
ProShares Ultra S&P500
SSO
$8.95B
$205K 0.13%
3,040
– –
HTGC icon
103
Hercules Capital
HTGC
$3.32B
$205K 0.13%
12,978
– –
RTX icon
104
RTX Corp
RTX
$272B
$201K 0.13%
1,060
– –
VTV icon
105
Vanguard Morningstar Value ETF
VTV
$194B
$194K 0.13%
+890
New +$186K
SRRK icon
106
Scholar Rock
SRRK
$6.81B
$193K 0.13%
3,500
-700
-17% -$33.8K
VUG icon
107
Vanguard Morningstar Growth ETF
VUG
$229B
$187K 0.12%
+2,172
New +$183K
FLR icon
108
Fluor
FLR
$7.69B
$175K 0.12%
3,346
-3,000
-47% -$147K
SCO icon
109
ProShares UltraShort Bloomberg Crude Oil
SCO
$689M
$175K 0.12%
+5,000
New +$144K
HIMU
110
iShares High Yield Muni Active ETF
HIMU
$2.48B
$174K 0.11%
+3,500
New +$171K
AMDL icon
111
GraniteShares 2x Long AMD Daily ETF
AMDL
$840M
$174K 0.11%
2,100
+1,400
+200% +$66.4K
HPE icon
112
Hewlett Packard
HPE
$72.3B
$171K 0.11%
+3,800
New +$137K
LOW icon
113
Lowe's Companies
LOW
$113B
$171K 0.11%
775
-100
-11% -$22.7K
PVLA
114
Palvella Therapeutics
PVLA
$2.24B
$168K 0.11%
1,100
-1,200
-52% -$146K
CCJ icon
115
Cameco
CCJ
$43.8B
$163K 0.11%
1,600
-5,130
-76% -$575K
SEPN
116
Septerna Inc
SEPN
$1.72B
$161K 0.11%
+4,800
New +$136K
BRK.B icon
117
Berkshire Hathaway Class B
BRK.B
$1.09T
$150K 0.1%
300
– –
REMX icon
118
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.24B
$145K 0.1%
1,640
– –
VCIT icon
119
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
$144K 0.09%
1,743
– –
NLR icon
120
VanEck Uranium + Nuclear Energy ETF
NLR
$4.19B
$143K 0.09%
1,230
– –
GLD icon
121
SPDR Gold Trust
GLD
$150B
$132K 0.09%
358
– –
IGPT icon
122
Invesco AI and Next Gen Software ETF
IGPT
$1.23B
$129K 0.08%
1,240
– –
TSLA icon
123
Tesla
TSLA
$1.49T
$126K 0.08%
300
– –
SLF icon
124
Sun Life Financial
SLF
$45B
$122K 0.08%
1,553
– –
SUN icon
125
Sunoco
SUN
$13.9B
$122K 0.08%
1,800
– –
3 4
5
6 7

Similar funds

MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
IA
IF Advisors San Antonio, Texas $152M AUM
WCM
WealthTrak Capital Management Virginia Beach, Virginia $152M AUM 20.33% 1-Year Est. Return
CL
CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return
TC
Tannin Capital Charlotte, North Carolina $152M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
RPA
Redwood Park Advisors Redwood City, California $152M AUM 8.17% 1-Year Est. Return

Chung Wu Investment Group's Q2 2026 Portfolio in Review

As of Q2 2026, Chung Wu Investment Group held 315 positions worth $152M, up 31% from $116M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Chung Wu Investment Group deployed $9.38M of net new capital in Q2 2026, opening 56 new positions and adding to 45 existing holdings. Its largest new stake was SpaceX: 15,480 shares worth $2.64M.

By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, down from 39% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Applied Optoelectronics, an estimated $953K trimmed.

  • Chung Wu Investment Group's largest Q2 2026 buy was SpaceX: 15,480 shares worth $2.64M.
  • Chung Wu Investment Group added most to NEOS Nasdaq 100 High Income ETF in Q2 2026, an estimated $1.24M increase.
  • Chung Wu Investment Group's biggest Q2 2026 reduction was Applied Optoelectronics, cutting an estimated $953K.
  • Chung Wu Investment Group fully exited Vistra in Q2 2026, selling an estimated $824K.
  • Chung Wu Investment Group's ten largest holdings make up 47% of its $152M portfolio in Q2 2026.
  • Chung Wu Investment Group opened 56 new positions and closed 32 in Q2 2026.
  • Chung Wu Investment Group's portfolio value rose 31% quarter-over-quarter to $152M.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.