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
351
$2.4K ﹤0.01%
+10
352
$2.36K ﹤0.01%
+27
353
$2.26K ﹤0.01%
+101
354
$2.2K ﹤0.01%
+40
355
$2.1K ﹤0.01%
+16
356
$2.03K ﹤0.01%
+16
357
$1.95K ﹤0.01%
+72
358
$1.88K ﹤0.01%
+33
359
$1.77K ﹤0.01%
+7
360
$1.76K ﹤0.01%
+23
361
$1.68K ﹤0.01%
+43
362
$1.65K ﹤0.01%
+16
363
$1.64K ﹤0.01%
+22
364
$1.55K ﹤0.01%
+12
365
$1.54K ﹤0.01%
+100
366
$1.5K ﹤0.01%
+71
367
$1.49K ﹤0.01%
+10
368
$1.41K ﹤0.01%
+7
369
$1.4K ﹤0.01%
+50
370
$1.34K ﹤0.01%
+10
371
$1.33K ﹤0.01%
+68
372
$1.28K ﹤0.01%
+61
373
$1.27K ﹤0.01%
+15
374
$1.24K ﹤0.01%
+25
375
$1.22K ﹤0.01%
+158
13 14
15
16 17