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
276
$16.8K 0.01%
24
277
$15.9K 0.01%
133
278
$15.6K 0.01%
+1,950
279
$15.5K 0.01%
163
280
$15.4K 0.01%
+182
281
$15.2K 0.01%
164
282
$15.2K 0.01%
43
+20
283
$15K 0.01%
190
284
$15K 0.01%
30
285
$14.3K 0.01%
167
286
$14.1K 0.01%
75
287
$14.1K 0.01%
285
+182
288
$14K 0.01%
+51
289
$13.8K 0.01%
318
290
$13.7K 0.01%
40
291
$13.6K 0.01%
14
292
$13.5K 0.01%
107
293
$13.4K 0.01%
62
294
$13.3K 0.01%
186
-57
295
$13K 0.01%
44
296
$12.9K 0.01%
114
297
$12.7K 0.01%
45
298
$12.6K 0.01%
1,575
299
$12.5K 0.01%
62
300
$12.4K 0.01%
125