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
301
$5.79K 0.01%
+40
302
$5.78K 0.01%
+110
303
$5.68K 0.01%
+3,893
304
$5.61K 0.01%
+30
305
$5.5K 0.01%
+25
306
$5.47K 0.01%
+39
307
$5.46K 0.01%
+60
308
$5.34K 0.01%
+11
309
$5.2K ﹤0.01%
+185
310
$5.07K ﹤0.01%
+125
311
$5.06K ﹤0.01%
+62
312
$5.03K ﹤0.01%
+24
313
$5.01K ﹤0.01%
+138
314
$5K ﹤0.01%
+25
315
$5K ﹤0.01%
+35
316
$4.95K ﹤0.01%
+146
317
$4.84K ﹤0.01%
+36
318
$4.78K ﹤0.01%
+54
319
$4.71K ﹤0.01%
+108
320
$4.68K ﹤0.01%
+260
321
$4.59K ﹤0.01%
+60
322
$4.58K ﹤0.01%
+25
323
$4.57K ﹤0.01%
+120
324
$4.56K ﹤0.01%
+114
325
$4.55K ﹤0.01%
+60
11 12
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