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
376
$2.22K ﹤0.01%
10
377
$2.21K ﹤0.01%
+60
378
$2.19K ﹤0.01%
111
+50
379
$2.08K ﹤0.01%
33
380
$1.92K ﹤0.01%
+17
381
$1.91K ﹤0.01%
16
382
$1.8K ﹤0.01%
72
383
$1.78K ﹤0.01%
40
384
$1.76K ﹤0.01%
12
385
$1.74K ﹤0.01%
7
386
$1.73K ﹤0.01%
24
-38
387
$1.73K ﹤0.01%
23
388
$1.73K ﹤0.01%
10
389
$1.7K ﹤0.01%
+72
390
$1.7K ﹤0.01%
43
391
$1.68K ﹤0.01%
16
392
$1.62K ﹤0.01%
7
393
$1.52K ﹤0.01%
40
-29
394
$1.34K ﹤0.01%
50
395
$1.32K ﹤0.01%
1,048
-488
396
$1.21K ﹤0.01%
+44
397
$1.17K ﹤0.01%
10
398
$1.15K ﹤0.01%
71
399
$1.13K ﹤0.01%
25
400
$1.03K ﹤0.01%
15
14 15
16
17 18