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
$122M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$814K
3
+$645K
4
DAL icon
Delta Air Lines
DAL
+$501K
5
SOLS
Solstice Advanced Materials
SOLS
+$396K

Top Sells

1
+$651K
2
+$596K
3
+$458K
4
MP icon
MP Materials
MP
+$419K
5
SNOW icon
Snowflake
SNOW
+$394K

Sector Composition

1 Technology 18.96%
2 Financials 12.02%
3 Energy 7.64%
4 Industrials 7.07%
5 Healthcare 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NXPI icon
176
NXP Semiconductors
NXPI
$54.7B
$21.7K 0.02%
100
AMTM
177
Amentum Holdings
AMTM
$7.61B
$21.6K 0.02%
744
IWD icon
178
iShares Russell 1000 Value ETF
IWD
$70.2B
$21K 0.02%
100
TSLR icon
179
GraniteShares 2x Long TSLA Daily ETF
TSLR
$169M
$20.8K 0.02%
650
NXST icon
180
Nexstar Media Group
NXST
$7.45B
$20.3K 0.02%
100
APLD icon
181
Applied Digital
APLD
$8.01B
$19.6K 0.02%
800
+400
EZU icon
182
iShare MSCI Eurozone ETF
EZU
$9.69B
$19.2K 0.02%
300
MSI icon
183
Motorola Solutions
MSI
$79.2B
$19.2K 0.02%
50
MRSH
184
Marsh
MRSH
$89.5B
$18.9K 0.02%
102
OKLO
185
Oklo
OKLO
$10.3B
$18.7K 0.02%
260
-2,920
MCD icon
186
McDonald's
MCD
$236B
$18.3K 0.02%
60
EXPD icon
187
Expeditors International
EXPD
$19.7B
$17.3K 0.01%
116
WDC icon
188
Western Digital
WDC
$88.6B
$17.2K 0.01%
+100
MISL icon
189
First Trust Indxx Aerospace & Defense ETF
MISL
$1.55B
$17.1K 0.01%
+400
ADI icon
190
Analog Devices
ADI
$167B
$17.1K 0.01%
63
KDP icon
191
Keurig Dr Pepper
KDP
$39.2B
$16.8K 0.01%
600
BMY icon
192
Bristol-Myers Squibb
BMY
$127B
$16.2K 0.01%
300
BHP icon
193
BHP
BHP
$198B
$16.2K 0.01%
268
XHB icon
194
State Street SPDR S&P Homebuilders ETF
XHB
$1.82B
$15.4K 0.01%
150
+50
INTC icon
195
Intel
INTC
$228B
$14.8K 0.01%
400
-6,600
COP icon
196
ConocoPhillips
COP
$141B
$14K 0.01%
150
ABT icon
197
Abbott
ABT
$197B
$13.5K 0.01%
108
CVNA icon
198
Carvana
CVNA
$45.1B
$12.7K 0.01%
30
-690
STWD icon
199
Starwood Property Trust
STWD
$6.7B
$12.6K 0.01%
700
MUU
200
Direxion Daily MU Bull 2X Shares
MUU
$994M
$12.1K 0.01%
+120
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8
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