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
$120M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$5.12M
3 +$1.78M
4
MU icon
Micron Technology
MU
+$1.59M
5
MS icon
Morgan Stanley
MS
+$1.33M

Top Sells

1 +$2.03M
2 +$1.42M
3 +$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$515K
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
FLR icon
101
Fluor
FLR
$7.09B
$141K 0.12%
3,346
GOOG icon
102
Alphabet (Google) Class C
GOOG
$3.99T
$139K 0.12%
+570
TSLA icon
103
Tesla
TSLA
$1.46T
$133K 0.11%
300
GLD icon
104
SPDR Gold Trust
GLD
$157B
$127K 0.11%
358
NLR icon
105
VanEck Uranium + Nuclear Energy ETF
NLR
$4.43B
$122K 0.1%
900
+350
CI icon
106
Cigna
CI
$72.7B
$115K 0.1%
400
-1,208
JOBY icon
107
Joby Aviation
JOBY
$14.1B
$113K 0.09%
7,000
+6,500
MYI icon
108
BlackRock MuniYield Quality Fund III
MYI
$744M
$111K 0.09%
10,000
+4,000
J icon
109
Jacobs Solutions
J
$16.5B
$105K 0.09%
702
LDOS icon
110
Leidos
LDOS
$24.9B
$104K 0.09%
550
TJX icon
111
TJX Companies
TJX
$175B
$98.3K 0.08%
680
WBD icon
112
Warner Bros
WBD
$70.9B
$93.7K 0.08%
+4,800
SLF icon
113
Sun Life Financial
SLF
$34.8B
$93.2K 0.08%
1,553
VOO icon
114
Vanguard S&P 500 ETF
VOO
$851B
$91.9K 0.08%
150
FISV
115
Fiserv Inc
FISV
$35.7B
$90.3K 0.08%
700
-2,560
SUN icon
116
Sunoco
SUN
$10.8B
$90K 0.08%
1,800
NVDL icon
117
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.4B
$84.3K 0.07%
900
+700
MQY icon
118
BlackRock MuniYield Quality Fund
MQY
$839M
$81.5K 0.07%
7,000
KO icon
119
Coca-Cola
KO
$303B
$79.6K 0.07%
1,200
EPD icon
120
Enterprise Products Partners
EPD
$71.2B
$78.2K 0.07%
2,500
WBTN
121
WEBTOON Entertainment Inc
WBTN
$1.79B
$77.6K 0.06%
+4,000
USFR icon
122
WisdomTree Floating Rate Treasury Fund
USFR
$16.4B
$75.4K 0.06%
+1,500
NVG icon
123
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.74B
$73.7K 0.06%
6,000
NAD icon
124
Nuveen Quality Municipal Income Fund
NAD
$2.82B
$70.1K 0.06%
6,000
FBND icon
125
Fidelity Total Bond ETF
FBND
$23.6B
$69.4K 0.06%
+1,500