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CWM

Copia Wealth Management Portfolio holdings

AUM $146M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
+0.82%
1 Year Est. Return
+20.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$5.58M
Cap. Flow
+$6.62M
Cap. Flow %
4.55%
Top 10 Hldgs %
34.58%
Holding
549
New
20
Increased
82
Reduced
141
Closed
17

Top Buys

1
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.43M
2
CLOX icon
Panagram AAA CLO ETF
CLOX
+$1.95M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.69M
4
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$1.56M
5
VT icon
Vanguard Total World Stock ETF
VT
+$1.42M

Top Sells

1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.45M
2
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.42M
3
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
+$1.34M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.11M
5
XBIL icon
US Treasury 6 Month Bill ETF
XBIL
+$1.05M

Sector Composition

1 Technology 2.78%
2 Consumer Discretionary 1.78%
3 Industrials 1.7%
4 Communication Services 0.72%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PULS icon
326
PGIM Ultra Short Bond ETF
PULS
$17.6B
$9.31K 0.01%
188
– –
COP icon
327
ConocoPhillips
COP
$136B
$9.24K 0.01%
70
– –
IXUS icon
328
iShares Core MSCI Total International Stock ETF
IXUS
$58.6B
$9.18K 0.01%
106
– –
SOXL icon
329
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$22B
$9.1K 0.01%
190
– –
QCOM icon
330
Qualcomm
QCOM
$188B
$9.05K 0.01%
70
– –
JTEK icon
331
JPMorgan US Tech Leaders ETF
JTEK
$4.33B
$8.99K 0.01%
113
– –
RS icon
332
Reliance Steel & Aluminium
RS
$20B
$8.93K 0.01%
29
– –
MELI icon
333
Mercado Libre
MELI
$93.4B
$8.64K 0.01%
5
– –
NEM icon
334
Newmont
NEM
$102B
$8.55K 0.01%
79
-26
-25% -$3K
FCOM icon
335
Fidelity MSCI Communication Services Index ETF
FCOM
$1.87B
$8.52K 0.01%
125
– –
XYL icon
336
Xylem
XYL
$28.9B
$8.37K 0.01%
70
– –
TNA icon
337
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.4B
$8.12K 0.01%
184
– –
SPGI icon
338
S&P Global
SPGI
$132B
$8.08K 0.01%
19
– –
JMTG
339
JPMorgan Mortgage-Backed Securities ETF
JMTG
$6.67B
$7.96K 0.01%
156
– –
RSPN icon
340
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
$7.89K 0.01%
137
+72
+111% +$4.36K
ALLY icon
341
Ally Financial
ALLY
$14.2B
$7.88K 0.01%
201
-601
-75% -$24.7K
OMFL icon
342
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.75B
$7.82K 0.01%
130
– –
IRT icon
343
Independence Realty Trust
IRT
$3.88B
$7.74K 0.01%
520
– –
ECG
344
Everus Construction Group
ECG
$7.07B
$7.67K 0.01%
65
– –
NOW icon
345
ServiceNow
NOW
$108B
$7.32K 0.01%
70
-80
-53% -$9.41K
PCY icon
346
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$7.27K 0.01%
348
– –
WRBY icon
347
Warby Parker
WRBY
$3.42B
$7.18K ﹤0.01%
341
+190
+126% +$4.71K
PH icon
348
Parker-Hannifin
PH
$120B
$7.16K ﹤0.01%
8
– –
HOOD icon
349
Robinhood
HOOD
$104B
$7.14K ﹤0.01%
103
– –
FCX icon
350
Freeport-McMoran
FCX
$87.6B
$7.05K ﹤0.01%
120
– –
12 13
14
15 16

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