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
176
$15.9K 0.02%
+700
177
$15.8K 0.02%
+30
178
$15.3K 0.02%
+100
179
$15.1K 0.02%
+150
180
$15.1K 0.02%
+300
181
$15K 0.02%
+63
182
$14.7K 0.02%
+108
183
$14.4K 0.02%
+100
184
$14.2K 0.01%
+100
185
$14.1K 0.01%
+200
186
$14K 0.01%
+700
187
$13.9K 0.01%
+300
188
$13.5K 0.01%
+150
189
$13.3K 0.01%
+116
190
$12.9K 0.01%
+268
191
$12.6K 0.01%
+150
192
$12.3K 0.01%
+100
193
$12K 0.01%
+356
194
$11.9K 0.01%
+100
195
$11.2K 0.01%
+50
196
$11K 0.01%
+150
197
$10.9K 0.01%
+2,000
198
$10.7K 0.01%
+40
199
$10.6K 0.01%
+260
200
$10.4K 0.01%
+200
6 7
8
9 10