CWM

Copia Wealth Management Portfolio holdings

AUM $140M
1-Year Est. Return 18.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.82%
2 Industrials 1.94%
3 Consumer Discretionary 1.7%
4 Consumer Staples 0.89%
5 Financials 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$16.2K 0.01%
172
252
$16.1K 0.01%
326
253
$15.9K 0.01%
+3,100
254
$15.8K 0.01%
133
+28
255
$15.6K 0.01%
139
256
$15.6K 0.01%
512
257
$15.3K 0.01%
163
258
$15K 0.01%
38
-5
259
$15K 0.01%
190
260
$14.7K 0.01%
38
261
$14.6K 0.01%
164
262
$14.6K 0.01%
292
263
$14.3K 0.01%
30
264
$14.2K 0.01%
40
265
$13.6K 0.01%
+167
266
$13.6K 0.01%
62
267
$13.6K 0.01%
109
268
$13.4K 0.01%
177
269
$13.3K 0.01%
318
270
$13K 0.01%
45
271
$12.8K 0.01%
75
272
$12.7K 0.01%
107
+24
273
$12.3K 0.01%
114
274
$12.3K 0.01%
44
275
$12.2K 0.01%
62