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
HOOD icon
151
Robinhood
HOOD
$127B
$34.4K 0.03%
+240
QCOM icon
152
Qualcomm
QCOM
$194B
$33.3K 0.03%
200
BDJ icon
153
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.6B
$32.9K 0.03%
3,607
EWBC icon
154
East-West Bancorp
EWBC
$13.9B
$31.9K 0.03%
300
CNP icon
155
CenterPoint Energy
CNP
$25.4B
$31K 0.03%
800
XLI icon
156
Industrial Select Sector SPDR Fund
XLI
$23.7B
$30.8K 0.03%
+200
DYN icon
157
Dyne Therapeutics
DYN
$2.97B
$30.4K 0.03%
+2,400
EOSE icon
158
Eos Energy Enterprises
EOSE
$4.15B
$30.1K 0.03%
+2,645
HCA icon
159
HCA Healthcare
HCA
$108B
$29.8K 0.02%
70
NNN icon
160
NNN REIT
NNN
$7.52B
$29.8K 0.02%
700
MSB
161
Mesabi Trust
MSB
$462M
$29.3K 0.02%
1,000
IGV icon
162
iShares Expanded Tech-Software Sector ETF
IGV
$10B
$28.8K 0.02%
250
EXR icon
163
Extra Space Storage
EXR
$28.2B
$28.2K 0.02%
200
FDN icon
164
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.53B
$28K 0.02%
100
LPLA icon
165
LPL Financial
LPLA
$30B
$26.6K 0.02%
+80
RLI icon
166
RLI Corp
RLI
$5.56B
$26.1K 0.02%
400
MRK icon
167
Merck
MRK
$211B
$25.2K 0.02%
300
-273
SYY icon
168
Sysco
SYY
$35B
$24.7K 0.02%
300
-100
IHF icon
169
iShares US Healthcare Providers ETF
IHF
$799M
$24.7K 0.02%
500
JHMM icon
170
John Hancock Multifactor Mid Cap ETF
JHMM
$4.39B
$23.7K 0.02%
366
NEM icon
171
Newmont
NEM
$89.1B
$23.6K 0.02%
+280
MSI icon
172
Motorola Solutions
MSI
$65.7B
$22.9K 0.02%
50
JEPI icon
173
JPMorgan Equity Premium Income ETF
JEPI
$41B
$22.8K 0.02%
400
-35,522
NXPI icon
174
NXP Semiconductors
NXPI
$53B
$22.8K 0.02%
100
CVS icon
175
CVS Health
CVS
$99.7B
$22.6K 0.02%
+300