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
101
$100K 0.1%
+640
102
$100K 0.1%
+4,800
103
$96.5K 0.1%
+1,800
104
$95.3K 0.1%
300
-910
105
$92.3K 0.1%
+702
106
$86.8K 0.09%
+550
107
$85.2K 0.09%
+150
108
$84.9K 0.09%
+1,200
109
$84K 0.09%
+680
110
$77.8K 0.08%
+7,000
111
$77.5K 0.08%
+2,500
112
$76K 0.08%
+50
113
$74.2K 0.08%
+1,000
114
$72.6K 0.08%
+3,500
115
$71.6K 0.07%
+6,000
116
$67.7K 0.07%
+6,000
117
$65.5K 0.07%
+6,000
118
$64.6K 0.07%
+931
119
$62.9K 0.07%
+6,000
120
$61.1K 0.06%
+550
121
$60.9K 0.06%
+1,240
122
$58.9K 0.06%
+120
123
$56.8K 0.06%
+3,400
124
$56K 0.06%
+1,000
125
$55.5K 0.06%
+1,260
3 4
5
6 7