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
401
$1.02K ﹤0.01%
+8
402
$999 ﹤0.01%
24
-5
403
$951 ﹤0.01%
8
-105
404
$907 ﹤0.01%
+5
405
$830 ﹤0.01%
5
406
$829 ﹤0.01%
+4
407
$819 ﹤0.01%
+36
408
$815 ﹤0.01%
15
409
$786 ﹤0.01%
3
410
$768 ﹤0.01%
158
411
$749 ﹤0.01%
5
412
$741 ﹤0.01%
+10
413
$724 ﹤0.01%
+15
414
$703 ﹤0.01%
30
415
$664 ﹤0.01%
+26
416
$662 ﹤0.01%
+30
417
$655 ﹤0.01%
+11
418
$646 ﹤0.01%
+7
419
$630 ﹤0.01%
59
420
$620 ﹤0.01%
9
+4
421
$599 ﹤0.01%
2
422
$563 ﹤0.01%
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423
$505 ﹤0.01%
30
424
$498 ﹤0.01%
40
425
$459 ﹤0.01%
+6
15 16
17
18 19