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
1
$10.9M 9.05%
16,230
+290
2
$8.58M 7.14%
16,562
3
$7.13M 5.93%
15,365
+317
4
$5.39M 4.49%
+99,516
5
$5.25M 4.38%
20,634
+2,316
6
$5.14M 4.28%
98,230
+97,930
7
$4.83M 4.02%
15,317
8
$3.85M 3.2%
160,690
-4,540
9
$2.98M 2.48%
15,976
+1,110
10
$2.58M 2.15%
3,880
+100
11
$2.52M 2.1%
129,400
-16,560
12
$2.42M 2.01%
6,995
+5,155
13
$1.7M 1.41%
15,037
-240
14
$1.66M 1.38%
2,080
+1,110
15
$1.61M 1.34%
9,595
+9,495
16
$1.58M 1.32%
6,845
-20
17
$1.54M 1.28%
9,660
+8,360
18
$1.53M 1.27%
4,480
19
$1.52M 1.27%
38,890
+26,890
20
$1.48M 1.23%
7,565
+2,140
21
$1.42M 1.18%
7,550
22
$1.41M 1.17%
6,615
+1,060
23
$1.39M 1.16%
2,263
+361
24
$1.37M 1.14%
3,373
+10
25
$1.29M 1.07%
1,750
1
2 3 4 5