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 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
276
$10.2K 0.01%
+473
277
$10.1K 0.01%
272
-1,230
278
$9.95K 0.01%
20
279
$9.74K 0.01%
80
280
$9.65K 0.01%
19
281
$9.38K 0.01%
21
282
$9.35K 0.01%
188
283
$9.31K 0.01%
20
284
$9.28K 0.01%
14
285
$9.18K 0.01%
53
286
$9.12K 0.01%
15
287
$9.1K 0.01%
83
288
$8.89K 0.01%
9
289
$8.73K 0.01%
164
290
$8.71K 0.01%
70
291
$8.68K 0.01%
64
292
$8.63K 0.01%
+292
293
$8.56K 0.01%
65
-23
294
$8.47K 0.01%
88
295
$8.43K 0.01%
143
296
$8.36K 0.01%
70
297
$8.35K 0.01%
29
298
$8.22K 0.01%
25
299
$8.17K 0.01%
12
300
$7.89K 0.01%
79