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
NEA icon
126
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.48B
$68.3K 0.06%
6,000
IGPT icon
127
Invesco AI and Next Gen Software ETF
IGPT
$625M
$67K 0.06%
1,240
TDG icon
128
TransDigm Group
TDG
$71.4B
$65.9K 0.05%
50
CSCO icon
129
Cisco
CSCO
$284B
$63.7K 0.05%
931
ETHE
130
Grayscale Ethereum Trust ETF
ETHE
$3.88B
$61.7K 0.05%
1,800
-3,000
RACE icon
131
Ferrari
RACE
$72.2B
$58.2K 0.05%
120
SO icon
132
Southern Company
SO
$101B
$56.9K 0.05%
600
DAL icon
133
Delta Air Lines
DAL
$38.2B
$56.8K 0.05%
1,000
KNTK icon
134
Kinetik
KNTK
$2.29B
$53.9K 0.04%
1,260
CQP icon
135
Cheniere Energy
CQP
$25B
$53.8K 0.04%
1,000
ITB icon
136
iShares US Home Construction ETF
ITB
$2.99B
$53.6K 0.04%
+500
FSK icon
137
FS KKR Capital
FSK
$4.14B
$52.3K 0.04%
3,500
SEI
138
Solaris Energy Infrastructure
SEI
$2.38B
$52K 0.04%
+1,300
AXP icon
139
American Express
AXP
$252B
$50.2K 0.04%
151
+36
ETG
140
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.68B
$48.6K 0.04%
2,300
XLK icon
141
Technology Select Sector SPDR Fund
XLK
$97B
$44.5K 0.04%
158
SKYY icon
142
First Trust Cloud Computing ETF
SKYY
$3.3B
$44.4K 0.04%
330
-1,600
DDM icon
143
ProShares Ultra Dow30
DDM
$455M
$42.9K 0.04%
400
-4,800
UTHR icon
144
United Therapeutics
UTHR
$19.3B
$41.9K 0.03%
100
FXI icon
145
iShares China Large-Cap ETF
FXI
$6.79B
$41.1K 0.03%
1,000
QYLD icon
146
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.44B
$39.1K 0.03%
2,300
-1,100
VALE icon
147
Vale
VALE
$52.5B
$38K 0.03%
3,500
PBR icon
148
Petrobras
PBR
$78.2B
$38K 0.03%
3,000
+500
ITA icon
149
iShares US Aerospace & Defense ETF
ITA
$11.5B
$37.7K 0.03%
+180
EWH icon
150
iShares MSCI Hong Kong ETF
EWH
$742M
$36.6K 0.03%
1,700
-6,800
4 5
6
7 8