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
251
$13.5K 0.01%
172
252
$13.4K 0.01%
164
253
$13K 0.01%
62
254
$12.9K 0.01%
139
-22
255
$12.5K 0.01%
114
256
$12.4K 0.01%
38
257
$12.4K 0.01%
105
258
$12.1K 0.01%
678
+537
259
$12K 0.01%
176
-131
260
$11.9K 0.01%
+512
261
$11.4K 0.01%
12
262
$11.2K 0.01%
177
263
$11.1K 0.01%
75
264
$11K 0.01%
520
-54
265
$11K 0.01%
30
266
$10.9K 0.01%
44
267
$10.8K 0.01%
83
-243
268
$10.8K 0.01%
70
269
$10.7K 0.01%
81
+76
270
$10.7K 0.01%
+35
271
$10.7K 0.01%
109
272
$10.6K 0.01%
220
273
$10.4K 0.01%
1,575
274
$10.3K 0.01%
158
275
$10.2K 0.01%
186
9 10
11
12 13