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
301
$12K 0.01%
185
-69
302
$11.7K 0.01%
+350
303
$11.6K 0.01%
70
304
$11.6K 0.01%
80
305
$11.4K 0.01%
15
306
$11.2K 0.01%
60
307
$10.9K 0.01%
109
308
$10.6K 0.01%
88
309
$10.5K 0.01%
21
310
$10.3K 0.01%
70
311
$10.2K 0.01%
50
312
$10.2K 0.01%
102
+14
313
$10.2K 0.01%
164
314
$10.1K 0.01%
272
315
$9.7K 0.01%
20
316
$9.5K 0.01%
20
317
$9.4K 0.01%
12
318
$9.37K 0.01%
188
319
$9.35K 0.01%
4
320
$9.32K 0.01%
111
-116
321
$9.25K 0.01%
19
322
$9.12K 0.01%
754
323
$8.96K 0.01%
64
324
$8.87K 0.01%
125
325
$8.85K 0.01%
105