CWIG
Chung Wu Investment Group Portfolio holdings
AUM
$95.9M
This Quarter Return
+17.68%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.9M
AUM Growth
+$12.3M
(+15%)
Cap. Flow
+$6.26M
Cap. Flow
% of AUM
6.53%
Top 10 Holdings %
Top 10 Hldgs %
48.5%
Holding
251
New
183
Increased
14
Reduced
36
Closed
3
Top Buys
| 1 |
Vistra
VST
|
$1.05M |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
$818K |
| 3 |
CRWV
CoreWeave, Inc. Class A Common Stock
CRWV
|
$755K |
| 4 |
AeroVironment
AVAV
|
$684K |
| 5 |
ProShares Ultra Dow30
DDM
|
$510K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.43M |
| 2 |
UnitedHealth
UNH
|
$1.43M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.28M |
| 4 |
Apple
AAPL
|
$1.1M |
| 5 |
Virtus InfraCap US Preferred Stock ETF
PFFA
|
$490K |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Grindr
GRND
$2.94B
| $15.9K | 0.02% |
+700
| New | +$15.9K |
|
177
Regeneron Pharmaceuticals
REGN
$60.8B
| $15.8K | 0.02% |
+30
| New | +$15.8K |
|
178
Johnson & Johnson
JNJ
$430B
| $15.3K | 0.02% |
+100
| New | +$15.3K |
|
179
United Parcel Service
UPS
$72.1B
| $15.1K | 0.02% |
+150
| New | +$15.1K |
|
180
NEOS S&P 500 High Income ETF
SPYI
$4.98B
| $15.1K | 0.02% |
+300
| New | +$15.1K |
|
181
Analog Devices
ADI
$122B
| $15K | 0.02% |
+63
| New | +$15K |
|
182
Abbott
ABT
$231B
| $14.7K | 0.02% |
+108
| New | +$14.7K |
|
183
Seagate
STX
$40B
| $14.4K | 0.02% |
+100
| New | +$14.4K |
|
184
Advanced Micro Devices
AMD
$245B
| $14.2K | 0.01% |
+100
| New | +$14.2K |
|
185
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.95B
| $14.1K | 0.01% |
+200
| New | +$14.1K |
|
186
Starwood Property Trust
STWD
$7.56B
| $14K | 0.01% |
+700
| New | +$14K |
|
187
Bristol-Myers Squibb
BMY
$96B
| $13.9K | 0.01% |
+300
| New | +$13.9K |
|
188
ConocoPhillips
COP
$116B
| $13.5K | 0.01% |
+150
| New | +$13.5K |
|
189
Expeditors International
EXPD
$16.4B
| $13.3K | 0.01% |
+116
| New | +$13.3K |
|
190
BHP
BHP
$138B
| $12.9K | 0.01% |
+268
| New | +$12.9K |
|
191
CAVA Group
CAVA
$7.73B
| $12.6K | 0.01% |
+150
| New | +$12.6K |
|
192
Micron Technology
MU
$147B
| $12.3K | 0.01% |
+100
| New | +$12.3K |
|
193
Schlumberger
SLB
$53.5B
| $12K | 0.01% |
+356
| New | +$12K |
|
194
Phillips 66
PSX
$53.2B
| $11.9K | 0.01% |
+100
| New | +$11.9K |
|
195
Snowflake
SNOW
$75.3B
| $11.2K | 0.01% |
+50
| New | +$11.2K |
|
196
Carrier Global
CARR
$55.8B
| $11K | 0.01% |
+150
| New | +$11K |
|
197
Trevi Therapeutics
TRVI
$854M
| $10.9K | 0.01% |
+2,000
| New | +$10.9K |
|
198
Travelers Companies
TRV
$62B
| $10.7K | 0.01% |
+40
| New | +$10.7K |
|
199
Utilities Select Sector SPDR Fund
XLU
$20.7B
| $10.6K | 0.01% |
+130
| New | +$10.6K |
|
200
Invesco S&P 500 Top 50 ETF
XLG
$10.3B
| $10.4K | 0.01% |
+200
| New | +$10.4K |
|