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 Buys

1
+$779K
2
+$701K
3
+$662K
4
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$624K
5
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$351K

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
301
$7.83K 0.01%
79
302
$7.8K 0.01%
4
303
$7.75K 0.01%
222
-591
304
$7.73K 0.01%
60
305
$7.61K 0.01%
109
306
$7.35K 0.01%
70
307
$7.26K 0.01%
50
308
$7.2K 0.01%
48
309
$7.15K 0.01%
125
-13
310
$7.13K 0.01%
79
311
$7.1K 0.01%
185
312
$7.05K 0.01%
15
313
$7.03K 0.01%
125
314
$6.93K 0.01%
130
315
$6.64K 0.01%
40
316
$6.63K 0.01%
40
317
$6.54K 0.01%
25
318
$6.52K 0.01%
+75
319
$6.48K 0.01%
+154
320
$6.48K 0.01%
40
321
$6.44K 0.01%
110
322
$6.28K 0.01%
+11
323
$6.27K 0.01%
170
324
$6.02K 0.01%
39
325
$5.56K 0.01%
20
11 12
13
14 15