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
276
$8.29K 0.01%
+79
277
$8.13K 0.01%
+50
278
$8.12K 0.01%
+70
279
$8.03K 0.01%
+79
280
$8.01K 0.01%
+43
281
$7.9K 0.01%
+40
282
$7.81K 0.01%
+79
283
$7.75K 0.01%
+29
284
$7.74K 0.01%
+164
285
$7.53K 0.01%
+15
286
$7.39K 0.01%
+25
287
$7.34K 0.01%
+125
288
$7.3K 0.01%
+48
289
$7.24K 0.01%
+114
290
$7.21K 0.01%
+109
291
$7.14K 0.01%
+70
292
$7.05K 0.01%
+130
293
$6.94K 0.01%
+70
294
$6.91K 0.01%
+12
295
$6.9K 0.01%
+25
296
$6.8K 0.01%
+4
297
$6.79K 0.01%
+40
298
$6.38K 0.01%
+170
299
$6.36K 0.01%
+6
300
$5.9K 0.01%
+138
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