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CWIG
Chung Wu Investment Group Portfolio holdings
AUM
$152M
1-Year Est. Return
78.53%
This Fund
S&P 500
This Quarter
Est. Return
+17.68%
1 Year Est. Return
+78.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$95.9M
AUM Growth
+$12.3M
(+15%)
Cap. Flow
+$3.93M
Cap. Flow
% of AUM
4.09%
Top 10 Holdings %
Top 10 Hldgs %
48.5%
Holding
251
New
183
Increased
14
Reduced
36
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vistra
VST
|
+$803K |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$797K |
| 3 |
ProShares Ultra Dow30
DDM
|
+$456K |
| 4 |
Global X Silver Miners ETF NEW
SIL
|
+$444K |
| 5 |
CRWV
CoreWeave
CRWV
|
+$427K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$1.75M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.33M |
| 3 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$1.2M |
| 4 |
Apple
AAPL
|
+$1.09M |
| 5 |
Virtus InfraCap US Preferred Stock ETF
PFFA
|
+$483K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
176
Grindr
GRND
$2.95B
| $15.9K | 0.02% |
+700
| New | +$15.4K |
|
177
Regeneron Pharmaceuticals
REGN
$80.8B
| $15.8K | 0.02% |
+30
| New | +$16.7K |
|
178
Johnson & Johnson
JNJ
$625B
| $15.3K | 0.02% |
+100
| New | +$15.4K |
|
179
United Parcel Service
UPS
$88.9B
| $15.1K | 0.02% |
+150
| New | +$14.8K |
|
180
NEOS S&P 500 High Income ETF
SPYI
$11.3B
| $15.1K | 0.02% |
+300
| New | +$14.4K |
|
181
Analog Devices
ADI
$190B
| $15K | 0.02% |
+63
| New | +$13.1K |
|
182
Abbott
ABT
$187B
| $14.7K | 0.02% |
+108
| New | +$14.2K |
|
183
Seagate
STX
$184B
| $14.4K | 0.02% |
+100
| New | +$10.4K |
|
184
Advanced Micro Devices
AMD
$789B
| $14.2K | 0.01% |
+100
| New | +$10.9K |
|
185
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.05B
| $14.1K | 0.01% |
+600
| New | +$9.38K |
|
186
Starwood Property Trust
STWD
$6.09B
| $14K | 0.01% |
+700
| New | +$13.6K |
|
187
Bristol-Myers Squibb
BMY
$132B
| $13.9K | 0.01% |
+300
| New | +$14.7K |
|
188
ConocoPhillips
COP
$141B
| $13.5K | 0.01% |
+150
| New | +$13.5K |
|
189
Expeditors International
EXPD
$23.2B
| $13.3K | 0.01% |
+116
| New | +$13K |
|
190
BHP
BHP
$230B
| $12.9K | 0.01% |
+268
| New | +$12.9K |
|
191
CAVA Group
CAVA
$7.27B
| $12.6K | 0.01% |
+150
| New | +$12.8K |
|
192
Micron Technology
MU
$991B
| $12.3K | 0.01% |
+100
| New | +$9.34K |
|
193
SLB Ltd
SLB
$75B
| $12K | 0.01% |
+356
| New | +$12.3K |
|
194
Phillips 66
PSX
$81.4B
| $11.9K | 0.01% |
+100
| New | +$11.2K |
|
195
Snowflake
SNOW
$115B
| $11.2K | 0.01% |
+50
| New | +$9.04K |
|
196
Carrier Global
CARR
$52.8B
| $11K | 0.01% |
+150
| New | +$10.2K |
|
197
Trevi Therapeutics
TRVI
$2.64B
| $10.9K | 0.01% |
+2,000
| New | +$12.4K |
|
198
Travelers Companies
TRV
$80.2B
| $10.7K | 0.01% |
+40
| New | +$10.5K |
|
199
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
| $10.6K | 0.01% |
+260
| New | +$10.4K |
|
200
Invesco S&P 500 Top 50 ETF
XLG
$11B
| $10.4K | 0.01% |
+200
| New | +$9.51K |
|
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Chung Wu Investment Group's Q2 2025 Portfolio in Review
As of Q2 2025, Chung Wu Investment Group held 251 positions worth $95.9M, up 15% from $83.7M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Chung Wu Investment Group deployed $3.93M of net new capital in Q2 2025, opening 183 new positions and adding to 14 existing holdings. Its largest new stake was Vistra: 5,425 shares worth $1.05M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Energy.
On the sell side, the largest reduction was UnitedHealth, an estimated $1.75M trimmed.
- Chung Wu Investment Group's largest Q2 2025 buy was Vistra: 5,425 shares worth $1.05M.
- Chung Wu Investment Group added most to JPMorgan Equity Premium Income ETF in Q2 2025, an estimated $797K increase.
- Chung Wu Investment Group's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $1.75M.
- Chung Wu Investment Group fully exited Alibaba in Q2 2025, selling an estimated $264K.
- Chung Wu Investment Group's ten largest holdings make up 49% of its $95.9M portfolio in Q2 2025.
- Chung Wu Investment Group opened 183 new positions and closed 3 in Q2 2025.
- Chung Wu Investment Group's portfolio value rose 15% quarter-over-quarter to $95.9M.
Based on Chung Wu Investment Group's 13F filing for Q2 2025, filed 22 Jul 2025.