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
$95.9M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$818K
3 +$755K
4
AVAV icon
AeroVironment
AVAV
+$684K
5
DDM icon
ProShares Ultra Dow30
DDM
+$510K

Top Sells

1 +$1.43M
2 +$1.43M
3 +$1.28M
4
AAPL icon
Apple
AAPL
+$1.1M
5
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$490K

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
SPUU icon
101
Direxion Daily S&P 500 Bull 2X Shares
SPUU
$210M
$100K 0.1%
+640
ETHE
102
Grayscale Ethereum Trust ETF
ETHE
$3.88B
$100K 0.1%
+4,800
SUN icon
103
Sunoco
SUN
$7.18B
$96.5K 0.1%
+1,800
TSLA icon
104
Tesla
TSLA
$1.54T
$95.3K 0.1%
300
-910
J icon
105
Jacobs Solutions
J
$18.6B
$92.3K 0.1%
+702
LDOS icon
106
Leidos
LDOS
$24.9B
$86.8K 0.09%
+550
VOO icon
107
Vanguard S&P 500 ETF
VOO
$772B
$85.2K 0.09%
+150
KO icon
108
Coca-Cola
KO
$295B
$84.9K 0.09%
+1,200
TJX icon
109
TJX Companies
TJX
$160B
$84K 0.09%
+680
MQY icon
110
BlackRock MuniYield Quality Fund
MQY
$830M
$77.8K 0.08%
+7,000
EPD icon
111
Enterprise Products Partners
EPD
$66.4B
$77.5K 0.08%
+2,500
TDG icon
112
TransDigm Group
TDG
$71.4B
$76K 0.08%
+50
CCJ icon
113
Cameco
CCJ
$41.5B
$74.2K 0.08%
+1,000
FSK icon
114
FS KKR Capital
FSK
$4.14B
$72.6K 0.08%
+3,500
NVG icon
115
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$71.6K 0.07%
+6,000
NAD icon
116
Nuveen Quality Municipal Income Fund
NAD
$2.79B
$67.7K 0.07%
+6,000
NEA icon
117
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.48B
$65.5K 0.07%
+6,000
CSCO icon
118
Cisco
CSCO
$284B
$64.6K 0.07%
+931
MYI icon
119
BlackRock MuniYield Quality Fund III
MYI
$734M
$62.9K 0.07%
+6,000
NLR icon
120
VanEck Uranium + Nuclear Energy ETF
NLR
$3.04B
$61.1K 0.06%
+550
IGPT icon
121
Invesco AI and Next Gen Software ETF
IGPT
$625M
$60.9K 0.06%
+1,240
RACE icon
122
Ferrari
RACE
$72.2B
$58.9K 0.06%
+120
QYLD icon
123
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.44B
$56.8K 0.06%
+3,400
CQP icon
124
Cheniere Energy
CQP
$25B
$56K 0.06%
+1,000
KNTK icon
125
Kinetik
KNTK
$2.29B
$55.5K 0.06%
+1,260