CWM

Copia Wealth Management Portfolio holdings

AUM $146M
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.15M
3
+$568K
4
PTRN
Pattern Group Inc
PTRN
+$299K
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$258K

Top Sells

1
+$331K
2
+$186K
3
+$113K
4
INDA icon
iShares MSCI India ETF
INDA
+$109K
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$69.9K

Sector Composition

1 Technology 3.58%
2 Industrials 1.84%
3 Consumer Discretionary 1.77%
4 Consumer Staples 0.84%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$566 ﹤0.01%
14
452
$559 ﹤0.01%
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454
$496 ﹤0.01%
5
455
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6
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$461 ﹤0.01%
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457
$456 ﹤0.01%
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4
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468
$120 ﹤0.01%
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469
$96 ﹤0.01%
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473
$3 ﹤0.01%
1
474
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475
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16 17 18
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