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
201
$10.3K 0.01%
+300
202
$10.3K 0.01%
+100
203
$10.1K 0.01%
+300
204
$10.1K 0.01%
+1,500
205
$9.16K 0.01%
+100
206
$9.15K 0.01%
+719
207
$9.1K 0.01%
+100
208
$8.68K 0.01%
+200
209
$8.63K 0.01%
+40
210
$8.51K 0.01%
+300
211
$8.48K 0.01%
+78
212
$8.4K 0.01%
+200
213
$8.39K 0.01%
+8
214
$8.25K 0.01%
+62
215
$7.92K 0.01%
+1,100
216
$7.79K 0.01%
+600
217
$6.8K 0.01%
+400
218
$6.6K 0.01%
+50
219
$6.53K 0.01%
+900
220
$6.23K 0.01%
+339
221
$6.21K 0.01%
+39
222
$6.17K 0.01%
+30
223
$6.1K 0.01%
+400
224
$6.08K 0.01%
+200
225
$5.65K 0.01%
+100
7 8
9
10 11