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
326
$5.46K 0.01%
138
327
$5.44K 0.01%
25
328
$5.44K 0.01%
1,032
+331
329
$5.37K 0.01%
25
330
$5.34K ﹤0.01%
30
331
$5.17K ﹤0.01%
114
332
$5.13K ﹤0.01%
60
333
$5.07K ﹤0.01%
105
334
$5.05K ﹤0.01%
+145
335
$4.82K ﹤0.01%
108
336
$4.79K ﹤0.01%
24
337
$4.79K ﹤0.01%
+171
338
$4.78K ﹤0.01%
6
339
$4.72K ﹤0.01%
11
340
$4.56K ﹤0.01%
+17
341
$4.55K ﹤0.01%
125
342
$4.54K ﹤0.01%
120
343
$4.53K ﹤0.01%
31
+6
344
$4.52K ﹤0.01%
35
345
$4.46K ﹤0.01%
4,051
+158
346
$4.44K ﹤0.01%
54
347
$4.4K ﹤0.01%
260
348
$4.33K ﹤0.01%
60
349
$4.28K ﹤0.01%
36
350
$4.19K ﹤0.01%
754
12 13
14
15 16