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
201
$11.7K 0.01%
+800
202
$11.6K 0.01%
+150
203
$11.5K 0.01%
200
204
$11.3K 0.01%
260
205
$11.2K 0.01%
40
206
$11.1K 0.01%
+100
207
$10.6K 0.01%
300
-500
208
$10.5K 0.01%
1,500
209
$10.2K 0.01%
100
210
$9.87K 0.01%
300
211
$9.68K 0.01%
40
212
$9.59K 0.01%
100
213
$9.35K 0.01%
78
214
$9.33K 0.01%
8
215
$9.18K 0.01%
400
-9,720
216
$8.96K 0.01%
150
217
$8.89K 0.01%
719
218
$8.77K 0.01%
62
219
$7.79K 0.01%
600
220
$7.44K 0.01%
300
221
$7.13K 0.01%
400
222
$7.09K 0.01%
150
-50
223
$6.71K 0.01%
1,100
224
$6.28K 0.01%
400
225
$6.28K 0.01%
500
7 8
9
10 11