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
1
$9.9M 10.32%
15,940
-2,310
2
$8.24M 8.59%
16,562
-740
3
$6.63M 6.91%
15,048
-2,902
4
$4.44M 4.63%
15,317
5
$4M 4.17%
165,230
-1,600
6
$3.76M 3.92%
18,318
-5,385
7
$2.77M 2.88%
145,960
+17,100
8
$2.35M 2.45%
14,866
+586
9
$2.34M 2.43%
3,780
-190
10
$2.12M 2.21%
38,986
-2,160
11
$2.04M 2.13%
35,922
+14,390
12
$1.65M 1.72%
15,277
13
$1.59M 1.66%
4,480
-1
14
$1.5M 1.57%
18,430
-200
15
$1.29M 1.35%
1,750
-110
16
$1.27M 1.33%
6,865
-2,360
17
$1.27M 1.32%
25,460
-3,590
18
$1.25M 1.3%
2,220
19
$1.23M 1.29%
3,363
-85
20
$1.21M 1.27%
7,550
-200
21
$1.05M 1.1%
+5,425
22
$1.01M 1.05%
1,902
-369
23
$947K 0.99%
5,555
+2,025
24
$937K 0.98%
7,000
+550
25
$922K 0.96%
44,240
-23,500
1
2 3 4 5