CWIG

Chung Wu Investment Group Portfolio holdings

AUM $122M
1-Year Est. Return 37.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.69%
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
+$5.39M
2
+$5.12M
3
+$1.78M
4
MU icon
Micron Technology
MU
+$1.59M
5
MS icon
Morgan Stanley
MS
+$1.33M

Top Sells

1
+$2.03M
2
+$1.42M
3
+$1.27M
4
DDM icon
ProShares Ultra Dow30
DDM
+$515K
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
MNR icon
176
Mach Natural Resources
MNR
$2.02B
$22.4K 0.02%
1,700
-900
TSLR icon
177
GraniteShares 2x Long TSLA Daily ETF
TSLR
$188M
$22.1K 0.02%
650
-7,350
MRSH
178
Marsh
MRSH
$90.9B
$20.6K 0.02%
102
IWD icon
179
iShares Russell 1000 Value ETF
IWD
$69.1B
$20.4K 0.02%
100
ZIM icon
180
ZIM Integrated Shipping Services
ZIM
$2.45B
$20.3K 0.02%
1,500
-9,200
NXST icon
181
Nexstar Media Group
NXST
$6.61B
$19.8K 0.02%
+100
AFL icon
182
Aflac
AFL
$60.9B
$19K 0.02%
170
EZU icon
183
iShare MSCI Eurozone ETF
EZU
$9.5B
$18.6K 0.02%
300
MCD icon
184
McDonald's
MCD
$230B
$18.2K 0.02%
60
AMTM
185
Amentum Holdings
AMTM
$8.87B
$17.8K 0.01%
744
-9,000
REGN icon
186
Regeneron Pharmaceuticals
REGN
$81B
$16.9K 0.01%
30
HON icon
187
Honeywell
HON
$148B
$16K 0.01%
76
-35
GPIQ icon
188
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$2.79B
$15.7K 0.01%
300
-3,900
ADI icon
189
Analog Devices
ADI
$157B
$15.5K 0.01%
63
KDP icon
190
Keurig Dr Pepper
KDP
$38.1B
$15.3K 0.01%
600
-200
BHP icon
191
BHP
BHP
$175B
$14.9K 0.01%
268
TRVI icon
192
Trevi Therapeutics
TRVI
$1.4B
$14.6K 0.01%
1,600
-400
WPM icon
193
Wheaton Precious Metals
WPM
$59.4B
$14.5K 0.01%
+130
ABT icon
194
Abbott
ABT
$190B
$14.5K 0.01%
108
EXPD icon
195
Expeditors International
EXPD
$21.9B
$14.2K 0.01%
116
COP icon
196
ConocoPhillips
COP
$129B
$14.2K 0.01%
150
STWD icon
197
Starwood Property Trust
STWD
$6.74B
$13.6K 0.01%
700
BMY icon
198
Bristol-Myers Squibb
BMY
$121B
$13.5K 0.01%
300
PVLA
199
Palvella Therapeutics
PVLA
$905M
$12.5K 0.01%
+200
PGR icon
200
Progressive
PGR
$122B
$12.3K 0.01%
50
-100
6 7
8
9 10