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
101
$141K 0.12%
3,346
102
$139K 0.12%
+570
103
$133K 0.11%
300
104
$127K 0.11%
358
105
$122K 0.1%
900
+350
106
$115K 0.1%
400
-1,208
107
$113K 0.09%
7,000
+6,500
108
$111K 0.09%
10,000
+4,000
109
$105K 0.09%
702
110
$104K 0.09%
550
111
$98.3K 0.08%
680
112
$93.7K 0.08%
+4,800
113
$93.2K 0.08%
1,553
114
$91.9K 0.08%
150
115
$90.3K 0.08%
700
-2,560
116
$90K 0.08%
1,800
117
$84.3K 0.07%
900
+700
118
$81.5K 0.07%
7,000
119
$79.6K 0.07%
1,200
120
$78.2K 0.07%
2,500
121
$77.6K 0.06%
+4,000
122
$75.4K 0.06%
+1,500
123
$73.7K 0.06%
6,000
124
$70.1K 0.06%
6,000
125
$69.4K 0.06%
+1,500
3 4
5
6 7