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
251
$11.4K 0.01%
+143
252
$11.4K 0.01%
+574
253
$11.2K 0.01%
+177
254
$11.2K 0.01%
+44
255
$10.8K 0.01%
+70
256
$10.5K 0.01%
+220
257
$10.5K 0.01%
+186
258
$10.4K 0.01%
+20
259
$10.3K 0.01%
+83
260
$10.2K 0.01%
+21
261
$10.1K 0.01%
+158
262
$10K 0.01%
+1,051
263
$9.7K 0.01%
+14
264
$9.66K 0.01%
+80
265
$9.54K 0.01%
+15
266
$9.49K 0.01%
+9
267
$9.46K 0.01%
+19
268
$9.31K 0.01%
+188
269
$9.29K 0.01%
+53
270
$9.28K 0.01%
+1,575
271
$9.05K 0.01%
+84
272
$8.87K 0.01%
+88
273
$8.73K 0.01%
+60
274
$8.45K 0.01%
+64
275
$8.37K 0.01%
+20
9 10
11
12 13