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
$135M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$1.15M
3 +$566K
4
PTRN
Pattern Group Inc
PTRN
+$294K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$272K

Top Sells

1 +$331K
2 +$187K
3 +$112K
4
INDA icon
iShares MSCI India ETF
INDA
+$106K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$72.6K

Sector Composition

1 Technology 3.6%
2 Industrials 1.84%
3 Consumer Discretionary 1.77%
4 Consumer Staples 0.84%
5 Financials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGT icon
251
Vanguard Information Technology ETF
VGT
$114B
$25.4K 0.02%
34
BABA icon
252
Alibaba
BABA
$408B
$24.8K 0.02%
139
+58
HIMS icon
253
Hims & Hers Health
HIMS
$7.11B
$24.8K 0.02%
438
+146
MDYG icon
254
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.62B
$24.5K 0.02%
268
CRWD icon
255
CrowdStrike
CRWD
$115B
$24K 0.02%
49
-4
PXE icon
256
Invesco Energy Exploration & Production ETF
PXE
$76.8M
$23.6K 0.02%
802
+142
TIP icon
257
iShares TIPS Bond ETF
TIP
$13.8B
$22.5K 0.02%
202
GD icon
258
General Dynamics
GD
$99.6B
$21.5K 0.02%
63
NOW icon
259
ServiceNow
NOW
$138B
$21.2K 0.02%
115
NOBL icon
260
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$21.1K 0.02%
205
FXL icon
261
First Trust Technology AlphaDEX Fund
FXL
$1.47B
$21K 0.02%
125
NVS icon
262
Novartis
NVS
$275B
$20.5K 0.02%
160
VWO icon
263
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$20.4K 0.02%
376
+50
AMP icon
264
Ameriprise Financial
AMP
$47.2B
$19.6K 0.01%
40
GEV icon
265
GE Vernova
GEV
$174B
$19.1K 0.01%
31
HODL icon
266
VanEck Bitcoin Trust
HODL
$1.75B
$18.4K 0.01%
569
+57
NBIS
267
Nebius Group N.V.
NBIS
$26.2B
$18.3K 0.01%
163
+69
PSCE icon
268
Invesco S&P SmallCap Energy ETF
PSCE
$69.3M
$18.2K 0.01%
428
-144
TSM icon
269
TSMC
TSM
$1.77T
$18.2K 0.01%
65
+25
CAT icon
270
Caterpillar
CAT
$303B
$18.1K 0.01%
38
PEP icon
271
PepsiCo
PEP
$200B
$17.7K 0.01%
126
+78
SPGP icon
272
Invesco S&P 500 GARP ETF
SPGP
$2.48B
$17.6K 0.01%
155
NULG icon
273
Nuveen ESG Large-Cap Growth ETF
NULG
$1.96B
$17.1K 0.01%
172
COIN icon
274
Coinbase
COIN
$64.5B
$16.9K 0.01%
50
SPMO icon
275
Invesco S&P 500 Momentum ETF
SPMO
$13.7B
$16.8K 0.01%
139