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
151
$28.7K 0.03%
+100
152
$27.4K 0.03%
+250
153
$26.9K 0.03%
+100
154
$26.8K 0.03%
+70
155
$26.4K 0.03%
+800
156
$26.1K 0.03%
+400
157
$25.9K 0.03%
+111
158
$25.8K 0.03%
+300
159
$24.3K 0.03%
500
-4,000
160
$24K 0.03%
+1,000
161
$23.8K 0.02%
100
-900
162
$23.4K 0.02%
+1,600
163
$22.4K 0.02%
+366
164
$22.3K 0.02%
+1,600
165
$22.3K 0.02%
+102
166
$21.8K 0.02%
+100
167
$21K 0.02%
+50
168
$20.8K 0.02%
400
-4,900
169
$19.8K 0.02%
62
-970
170
$19.4K 0.02%
+100
171
$17.9K 0.02%
+170
172
$17.8K 0.02%
+300
173
$17.5K 0.02%
+60
174
$17.5K 0.02%
+3,000
175
$16.8K 0.02%
+300
5 6
7
8 9