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
$108M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$701K
3
+$662K
4
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$624K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$351K

Top Sells

1
+$535K
2
+$220K
3
+$184K
4
TSLA icon
Tesla
TSLA
+$182K
5
INDA icon
iShares MSCI India ETF
INDA
+$138K

Sector Composition

1 Technology 2.67%
2 Industrials 1.78%
3 Consumer Discretionary 1.74%
4 Financials 1%
5 Consumer Staples 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.9K 0.02%
172
227
$19.4K 0.02%
40
228
$19.3K 0.02%
660
229
$19.3K 0.02%
112
+6
230
$19.2K 0.02%
2,986
+1,935
231
$18.7K 0.02%
+53
232
$18.4K 0.02%
34
-15
233
$18.4K 0.02%
363
234
$18.1K 0.02%
90
235
$17.8K 0.02%
160
-40
236
$17.2K 0.02%
63
-40
237
$16.5K 0.02%
1,900
238
$16.5K 0.02%
125
239
$16.4K 0.02%
362
+312
240
$16.3K 0.02%
186
241
$16K 0.01%
43
242
$15.7K 0.01%
240
243
$15.3K 0.01%
163
244
$15.1K 0.01%
62
245
$14.9K 0.01%
190
-109
246
$14.8K 0.01%
326
-47
247
$14K 0.01%
40
248
$14K 0.01%
225
249
$13.8K 0.01%
318
250
$13.6K 0.01%
45
8 9
10
11 12