CWM
Copia Wealth Management Portfolio holdings
AUM
$119M
This Quarter Return
-1.39%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
+$108M
(+2.9%)
Cap. Flow
+$5.72M
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
Top 10 Hldgs %
39.69%
Holding
481
New
55
Increased
83
Reduced
81
Closed
29
Top Buys
Top Sells
| 1 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$535K |
| 2 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$220K |
| 3 |
US Treasury 6 Month Bill ETF
XBIL
|
$184K |
| 4 |
Tesla
TSLA
|
$182K |
| 5 |
iShares MSCI India ETF
INDA
|
$138K |
Sector Composition
| 1 | Technology | 2.67% |
| 2 | Industrials | 1.79% |
| 3 | Consumer Discretionary | 1.74% |
| 4 | Financials | 1% |
| 5 | Consumer Staples | 0.92% |
