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
326
$4.49K ﹤0.01%
+20
327
$4.42K ﹤0.01%
+42
328
$4.32K ﹤0.01%
+23
329
$4.27K ﹤0.01%
+65
330
$4.03K ﹤0.01%
+171
331
$3.96K ﹤0.01%
+1,536
332
$3.91K ﹤0.01%
+105
333
$3.86K ﹤0.01%
+25
334
$3.79K ﹤0.01%
+8
335
$3.7K ﹤0.01%
+754
336
$3.59K ﹤0.01%
+141
337
$3.53K ﹤0.01%
+44
338
$3.45K ﹤0.01%
+90
339
$3.44K ﹤0.01%
+35
340
$3.33K ﹤0.01%
+39
341
$3.26K ﹤0.01%
+65
342
$3.14K ﹤0.01%
+701
343
$3.04K ﹤0.01%
+50
344
$2.82K ﹤0.01%
+69
345
$2.7K ﹤0.01%
+26
346
$2.7K ﹤0.01%
+8
347
$2.6K ﹤0.01%
+43
348
$2.55K ﹤0.01%
+22
349
$2.53K ﹤0.01%
+91
350
$2.43K ﹤0.01%
+20
12 13
14
15 16