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
151
$34.4K 0.03%
+240
152
$33.3K 0.03%
200
153
$32.9K 0.03%
3,607
154
$31.9K 0.03%
300
155
$31K 0.03%
800
156
$30.8K 0.03%
+200
157
$30.4K 0.03%
+2,400
158
$30.1K 0.03%
+2,645
159
$29.8K 0.02%
70
160
$29.8K 0.02%
700
161
$29.3K 0.02%
1,000
162
$28.8K 0.02%
250
163
$28.2K 0.02%
200
164
$28K 0.02%
100
165
$26.6K 0.02%
+80
166
$26.1K 0.02%
400
167
$25.2K 0.02%
300
-273
168
$24.7K 0.02%
300
-100
169
$24.7K 0.02%
500
170
$23.7K 0.02%
366
171
$23.6K 0.02%
+280
172
$22.9K 0.02%
50
173
$22.8K 0.02%
400
-35,522
174
$22.8K 0.02%
100
175
$22.6K 0.02%
+300
5 6
7
8 9