CWM

Copia Wealth Management Portfolio holdings

AUM $108M
This Quarter Return
-1.39%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$108M
AUM Growth
+$3.04M
Cap. Flow
+$5.72M
Cap. Flow %
5.29%
Top 10 Hldgs %
39.69%
Holding
481
New
55
Increased
83
Reduced
81
Closed
29
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$2.22K﹤0.01% 10
$2.21K﹤0.01%
+60
New
+$2.21K
$2.19K﹤0.01% 111
+50
+82%
+$986
$2.08K﹤0.01% 33
$1.92K﹤0.01%
+17
New
+$1.92K
$1.91K﹤0.01% 16
$1.8K﹤0.01% 72
$1.79K﹤0.01% 40
$1.76K﹤0.01% 12
$1.74K﹤0.01% 7
$1.73K﹤0.01% 24
-38
-61%
-$2.73K
$1.73K﹤0.01% 23
$1.73K﹤0.01% 10
$1.7K﹤0.01%
+72
New
+$1.7K
$1.7K﹤0.01% 43
$1.68K﹤0.01% 16
$1.62K﹤0.01% 7
$1.53K﹤0.01% 40
-29
-42%
-$1.11K
$1.34K﹤0.01% 50
$1.32K﹤0.01% 1,048
-488
-32%
-$615
$1.21K﹤0.01%
+44
New
+$1.21K
$1.17K﹤0.01% 10
$1.15K﹤0.01% 71
$1.13K﹤0.01% 25
$1.03K﹤0.01% 15