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
SO icon
126
Southern Company
SO
$97.9B
$55.1K 0.06%
+600
TRGP icon
127
Targa Resources
TRGP
$39.8B
$52.2K 0.05%
300
-1,100
NSC icon
128
Norfolk Southern
NSC
$65.2B
$51.2K 0.05%
+200
DAL icon
129
Delta Air Lines
DAL
$46B
$49.2K 0.05%
+1,000
ETG
130
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.75B
$48.2K 0.05%
+2,300
HDV icon
131
iShares Core High Dividend ETF
HDV
$12.3B
$46.9K 0.05%
+400
MRK icon
132
Merck
MRK
$270B
$45.4K 0.05%
+573
PGR icon
133
Progressive
PGR
$119B
$40K 0.04%
+150
XLK icon
134
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$40K 0.04%
+316
MNR icon
135
Mach Natural Resources
MNR
$1.85B
$37.5K 0.04%
+2,600
FXI icon
136
iShares China Large-Cap ETF
FXI
$6.56B
$36.8K 0.04%
+1,000
AXP icon
137
American Express
AXP
$251B
$36.7K 0.04%
+115
GTLS icon
138
Chart Industries
GTLS
$9.32B
$36.2K 0.04%
220
-1,180
THC icon
139
Tenet Healthcare
THC
$17.3B
$35.2K 0.04%
+200
VALE icon
140
Vale
VALE
$62.4B
$34K 0.04%
+3,500
BDJ icon
141
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.68B
$32.1K 0.03%
+3,607
QCOM icon
142
Qualcomm
QCOM
$171B
$31.9K 0.03%
+200
PBR icon
143
Petrobras
PBR
$81.8B
$31.3K 0.03%
+2,500
SYY icon
144
Sysco
SYY
$37.7B
$30.3K 0.03%
+400
EWBC icon
145
East-West Bancorp
EWBC
$15.9B
$30.3K 0.03%
+300
NNN icon
146
NNN REIT
NNN
$8.1B
$30.2K 0.03%
+700
EXR icon
147
Extra Space Storage
EXR
$31.6B
$29.5K 0.03%
+200
CNP icon
148
CenterPoint Energy
CNP
$25.9B
$29.4K 0.03%
+800
STAG icon
149
STAG Industrial
STAG
$7.07B
$29K 0.03%
+800
RLI icon
150
RLI Corp
RLI
$5.45B
$28.9K 0.03%
+400