CWM

Copia Wealth Management Portfolio holdings

AUM $146M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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
+$568K
4
PTRN
Pattern Group Inc
PTRN
+$299K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$258K

Top Sells

1
+$331K
2
+$186K
3
+$113K
4
INDA icon
iShares MSCI India ETF
INDA
+$109K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$69.9K

Sector Composition

1 Technology 3.58%
2 Industrials 1.84%
3 Consumer Discretionary 1.77%
4 Consumer Staples 0.84%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25.4K 0.02%
272
252
$24.8K 0.02%
139
+58
253
$24.8K 0.02%
438
+146
254
$24.5K 0.02%
268
255
$24K 0.02%
49
-4
256
$23.6K 0.02%
802
+142
257
$22.5K 0.02%
202
258
$21.5K 0.02%
63
259
$21.2K 0.02%
115
260
$21.1K 0.02%
410
261
$21K 0.02%
125
262
$20.5K 0.02%
160
263
$20.4K 0.02%
376
+50
264
$19.6K 0.01%
40
265
$19.1K 0.01%
31
266
$18.4K 0.01%
569
+57
267
$18.3K 0.01%
163
+69
268
$18.2K 0.01%
428
-144
269
$18.2K 0.01%
65
+25
270
$18.1K 0.01%
38
271
$17.7K 0.01%
126
+78
272
$17.6K 0.01%
155
273
$17.1K 0.01%
172
274
$16.9K 0.01%
50
275
$16.8K 0.01%
139
9 10
11
12 13