CWIG

Chung Wu Investment Group Portfolio holdings

AUM $120M
1-Year Est. Return 42.07%
This Quarter Est. Return
1 Year Est. Return
+42.07%
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
WLDS icon
201
Wearable Devices
WLDS
$9.86M
$11.7K 0.01%
+2,400
FOUR icon
202
Shift4
FOUR
$4.43B
$11.6K 0.01%
+150
XLG icon
203
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$11.5K 0.01%
200
XLU icon
204
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$11.3K 0.01%
260
TRV icon
205
Travelers Companies
TRV
$60.1B
$11.2K 0.01%
40
XHB icon
206
State Street SPDR S&P Homebuilders ETF
XHB
$1.85B
$11.1K 0.01%
+100
STAG icon
207
STAG Industrial
STAG
$7.07B
$10.6K 0.01%
300
-500
ADAM
208
Adamas Trust
ADAM
$788M
$10.5K 0.01%
1,500
IRM icon
209
Iron Mountain
IRM
$28.4B
$10.2K 0.01%
100
BIP icon
210
Brookfield Infrastructure Partners
BIP
$16.3B
$9.87K 0.01%
300
IWM icon
211
iShares Russell 2000 ETF
IWM
$77.3B
$9.68K 0.01%
40
IJK icon
212
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
$9.59K 0.01%
100
XLY icon
213
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$24.4B
$9.35K 0.01%
78
BLK icon
214
Blackrock
BLK
$180B
$9.33K 0.01%
8
APLD icon
215
Applied Digital
APLD
$10.5B
$9.18K 0.01%
400
-9,720
CARR icon
216
Carrier Global
CARR
$47.3B
$8.96K 0.01%
150
KYN icon
217
Kayne Anderson Energy Infrastructure Fund
KYN
$2.13B
$8.89K 0.01%
719
IJT icon
218
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.7B
$8.77K 0.01%
62
EFC
219
Ellington Financial
EFC
$1.56B
$7.79K 0.01%
600
NOG icon
220
Northern Oil and Gas
NOG
$2.17B
$7.44K 0.01%
300
FLC
221
Flaherty & Crumrine Total Return Fund
FLC
$184M
$7.13K 0.01%
400
OXY icon
222
Occidental Petroleum
OXY
$42.1B
$7.09K 0.01%
150
-50
HRZN icon
223
Horizon Technology Finance
HRZN
$295M
$6.71K 0.01%
1,100
YMAG icon
224
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$404M
$6.28K 0.01%
400
IE icon
225
Ivanhoe Electric
IE
$2.53B
$6.28K 0.01%
500
7 8
9
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