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
126
$68.3K 0.06%
6,000
127
$67K 0.06%
1,240
128
$65.9K 0.05%
50
129
$63.7K 0.05%
931
130
$61.7K 0.05%
1,800
-3,000
131
$58.2K 0.05%
120
132
$56.9K 0.05%
600
133
$56.8K 0.05%
1,000
134
$53.9K 0.04%
1,260
135
$53.8K 0.04%
1,000
136
$53.6K 0.04%
+500
137
$52.3K 0.04%
3,500
138
$52K 0.04%
+1,300
139
$50.2K 0.04%
151
+36
140
$48.6K 0.04%
2,300
141
$44.5K 0.04%
316
142
$44.4K 0.04%
330
-1,600
143
$42.9K 0.04%
800
-9,600
144
$41.9K 0.03%
100
145
$41.1K 0.03%
1,000
146
$39.1K 0.03%
2,300
-1,100
147
$38K 0.03%
3,500
148
$38K 0.03%
3,000
+500
149
$37.7K 0.03%
+180
150
$36.6K 0.03%
1,700
-6,800
4 5
6
7 8