CWM

Copia Wealth Management Portfolio holdings

AUM $135M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$5.48M
3
+$4.85M
4
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$4.72M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 2.42%
3 Industrials 2.06%
4 Financials 0.82%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.4K 0.02%
+373
227
$15.5K 0.01%
+43
228
$15.3K 0.01%
+161
229
$15K 0.01%
+225
230
$14.8K 0.01%
+172
231
$14.5K 0.01%
+163
232
$13.7K 0.01%
+38
233
$13.6K 0.01%
+82
234
$13.2K 0.01%
+147
235
$13.2K 0.01%
+62
236
$13.2K 0.01%
+62
237
$12.9K 0.01%
+171
238
$12.8K 0.01%
+318
239
$12.6K 0.01%
+40
240
$12.5K 0.01%
+75
241
$12.5K 0.01%
+164
242
$12.4K 0.01%
+45
243
$12.4K 0.01%
+114
244
$12.3K 0.01%
+12
245
$12.2K 0.01%
+113
246
$12.1K 0.01%
+105
247
$12.1K 0.01%
+30
248
$11.8K 0.01%
+109
249
$11.6K 0.01%
+88
250
$11.6K 0.01%
+75
8 9
10
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