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
376
$1.11K ﹤0.01%
+15
377
$1.08K ﹤0.01%
+29
378
$933 ﹤0.01%
+14
379
$887 ﹤0.01%
+59
380
$864 ﹤0.01%
+30
381
$861 ﹤0.01%
+5
382
$839 ﹤0.01%
+30
383
$829 ﹤0.01%
+13
384
$814 ﹤0.01%
+3
385
$807 ﹤0.01%
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386
$803 ﹤0.01%
+5
387
$802 ﹤0.01%
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388
$673 ﹤0.01%
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389
$665 ﹤0.01%
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390
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$530 ﹤0.01%
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393
$475 ﹤0.01%
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394
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395
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+2
396
$451 ﹤0.01%
+17
397
$445 ﹤0.01%
+130
398
$427 ﹤0.01%
+5
399
$424 ﹤0.01%
+5
400
$421 ﹤0.01%
+6
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