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
126
$55.1K 0.06%
+600
127
$52.2K 0.05%
300
-1,100
128
$51.2K 0.05%
+200
129
$49.2K 0.05%
+1,000
130
$48.2K 0.05%
+2,300
131
$46.9K 0.05%
+400
132
$45.4K 0.05%
+573
133
$40K 0.04%
+150
134
$40K 0.04%
+316
135
$37.5K 0.04%
+2,600
136
$36.8K 0.04%
+1,000
137
$36.7K 0.04%
+115
138
$36.2K 0.04%
220
-1,180
139
$35.2K 0.04%
+200
140
$34K 0.04%
+3,500
141
$32.1K 0.03%
+3,607
142
$31.9K 0.03%
+200
143
$31.3K 0.03%
+2,500
144
$30.3K 0.03%
+400
145
$30.3K 0.03%
+300
146
$30.2K 0.03%
+700
147
$29.5K 0.03%
+200
148
$29.4K 0.03%
+800
149
$29K 0.03%
+800
150
$28.9K 0.03%
+400
4 5
6
7 8