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
176
$22.4K 0.02%
1,700
-900
177
$22.1K 0.02%
650
-7,350
178
$20.6K 0.02%
102
179
$20.4K 0.02%
100
180
$20.3K 0.02%
1,500
-9,200
181
$19.8K 0.02%
+100
182
$19K 0.02%
170
183
$18.6K 0.02%
300
184
$18.2K 0.02%
60
185
$17.8K 0.01%
744
-9,000
186
$16.9K 0.01%
30
187
$16K 0.01%
81
-37
188
$15.7K 0.01%
300
-3,900
189
$15.5K 0.01%
63
190
$15.3K 0.01%
600
-200
191
$14.9K 0.01%
268
192
$14.6K 0.01%
1,600
-400
193
$14.5K 0.01%
+130
194
$14.5K 0.01%
108
195
$14.2K 0.01%
116
196
$14.2K 0.01%
150
197
$13.6K 0.01%
700
198
$13.5K 0.01%
300
199
$12.5K 0.01%
+200
200
$12.3K 0.01%
50
-100
6 7
8
9 10