CWM
Copia Wealth Management Portfolio holdings
AUM
$135M
1-Year Est. Return
17.6%
1 Year Est. Return
+17.6%
AUM
$135M
AUM Growth
+$16M
(+14%)
Holding
492
Top Buys
| 1 | +$1.34M | |
| 2 | +$1.15M | |
| 3 | +$566K | |
| 4 |
PTRN
Pattern Group Inc
PTRN
|
+$294K |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
+$272K |
Top Sells
| 1 | +$331K | |
| 2 | +$187K | |
| 3 | +$112K | |
| 4 |
iShares MSCI India ETF
INDA
|
+$106K |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$72.6K |
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Industrials | 1.84% |
| 3 | Consumer Discretionary | 1.77% |
| 4 | Consumer Staples | 0.84% |
| 5 | Financials | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Datadog
DDOG
$42.4B
| – | – |
-1
|
|
||
477
iShares MSCI Belgium ETF
EWK
$26.3M
| – | – |
-181
|
|
||
478
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.73B
| – | – |
-182
|
|
||
|
ANSS
479
DELISTED
Ansys
ANSS
| – | – |
-8
|
|
||
|
CHX
480
DELISTED
ChampionX
CHX
| – | – |
-12
|
|
||
481
iShares MSCI Spain ETF
EWP
$1.81B
| – | – |
-44
|
|
||
482
iShares MSCI Brazil Small-Cap ETF
EWZS
$174M
| – | – |
-505
|
|
||
483
Fortive
FTV
$17.6B
| – | – |
-70
|
|
||
484
First Trust Consumer Staples AlphaDEX Fund
FXG
$266M
| – | – |
-158
|
|
||
485
iShares S&P India Nifty 50 Index Fund
INDY
$633M
| – | – |
-399
|
|
||
486
VanEck Agribusiness ETF
MOO
$614M
| – | – |
-40
|
|
||
487
Public Storage
PSA
$51.4B
| – | – |
-2
|
|
||
488
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.28B
| – | – |
-132
|
|
||
489
Textron
TXT
$16.5B
| – | – |
-30
|
|
||
490
Sprott Junior Uranium Miners ETF
URNJ
$443M
| – | – |
-54
|
|
||
491
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.7B
| – | – |
-103
|
|
||
|
RAL
492
Ralliant Corp
RAL
$6.08B
| – | – |
-23
|
|