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
351
$4.18K ﹤0.01%
146
352
$4.07K ﹤0.01%
+162
353
$4.07K ﹤0.01%
8
354
$4.04K ﹤0.01%
23
355
$3.87K ﹤0.01%
23
-20
356
$3.77K ﹤0.01%
+122
357
$3.76K ﹤0.01%
90
358
$3.63K ﹤0.01%
+45
359
$3.61K ﹤0.01%
42
360
$3.5K ﹤0.01%
+35
361
$3.48K ﹤0.01%
+28
362
$3.29K ﹤0.01%
26
363
$3.18K ﹤0.01%
65
364
$3.13K ﹤0.01%
35
365
$3.13K ﹤0.01%
25
366
$3.06K ﹤0.01%
+145
367
$3.05K ﹤0.01%
39
368
$2.91K ﹤0.01%
22
369
$2.8K ﹤0.01%
+11
370
$2.68K ﹤0.01%
+31
371
$2.66K ﹤0.01%
+121
372
$2.55K ﹤0.01%
40
+20
373
$2.53K ﹤0.01%
8
374
$2.41K ﹤0.01%
65
375
$2.37K ﹤0.01%
114
-57
13 14
15
16 17