CWM

Copia Wealth Management Portfolio holdings

AUM $108M
This Quarter Return
-1.39%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$108M
AUM Growth
+$3.04M
Cap. Flow
+$5.72M
Cap. Flow %
5.29%
Top 10 Hldgs %
39.69%
Holding
481
New
55
Increased
83
Reduced
81
Closed
29
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$10.2K0.01%
+473
New
+$10.2K
$10.1K0.01% 272
-1,230
-82%
-$45.5K
$9.95K0.01% 20
$9.74K0.01% 80
$9.65K0.01% 19
$9.38K0.01% 21
$9.35K0.01% 188
$9.31K0.01% 20
$9.28K0.01% 14
$9.18K0.01% 53
$9.12K0.01% 15
$9.1K0.01% 83
$8.89K0.01% 9
$8.73K0.01% 164
$8.71K0.01% 70
$8.68K0.01% 64
$8.63K0.01%
+292
New
+$8.63K
$8.56K0.01% 65
-23
-26%
-$3.03K
$8.47K0.01% 88
$8.43K0.01% 143
$8.36K0.01% 70
$8.35K0.01% 29
$8.23K0.01% 25
$8.17K0.01% 12
$7.89K0.01% 79