CWIG

Chung Wu Investment Group Portfolio holdings

AUM $95.9M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$7.58M
3
+$7.49M
4
NVDA icon
NVIDIA
NVDA
+$7.28M
5
AAPL icon
Apple
AAPL
+$6.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.41%
2 Financials 9.1%
3 Energy 8.25%
4 Communication Services 6.42%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 11.08%
+18,682
2
$7.58M 7.63%
+17,815
3
$7.49M 7.54%
+17,762
4
$7.28M 7.34%
+54,243
5
$6.64M 6.69%
+26,513
6
$4M 4.02%
+166,830
7
$3.71M 3.73%
+15,467
8
$3.61M 3.63%
+6,161
9
$3.27M 3.3%
+6,473
10
$2.3M 2.32%
+40,866
11
$2.03M 2.05%
+3,470
12
$1.92M 1.94%
+127,500
13
$1.68M 1.7%
+16,770
14
$1.64M 1.66%
+15,277
15
$1.47M 1.48%
+3,773
16
$1.43M 1.44%
+4,531
17
$1.39M 1.4%
+1,565
18
$1.39M 1.4%
+7,845
19
$1.33M 1.34%
+7,750
20
$1.32M 1.33%
+60,240
21
$1.27M 1.28%
+22,032
22
$1.17M 1.18%
+2,220
23
$1.09M 1.09%
+4,946
24
$983K 0.99%
+12,420
25
$911K 0.92%
+6,370
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