We are live on
!
Find out more
CWM
Copia Wealth Management Portfolio holdings
AUM
$146M
1-Year Est. Return
20.84%
This Fund
S&P 500
This Quarter
Est. Return
+0.82%
1 Year Est. Return
+20.84%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$5.58M
(+4%)
Cap. Flow
+$6.62M
Cap. Flow
% of AUM
4.55%
Top 10 Holdings %
Top 10 Hldgs %
34.58%
Holding
549
New
20
Increased
82
Reduced
141
Closed
17
Top Buys
| 1 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$2.43M |
| 2 |
Panagram AAA CLO ETF
CLOX
|
+$1.95M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.69M |
| 4 |
Strive Enhanced Income Short Maturity ETF
BUXX
|
+$1.56M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$1.42M |
Top Sells
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.45M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$1.42M |
| 3 |
TBIL
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$1.34M |
| 4 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$1.11M |
| 5 |
US Treasury 6 Month Bill ETF
XBIL
|
+$1.05M |
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Consumer Discretionary | 1.78% |
| 3 | Industrials | 1.7% |
| 4 | Communication Services | 0.72% |
| 5 | Consumer Staples | 0.63% |
Similar funds
CCM
SAFS
SWM
GRIM
AI
SIM
AGP
AWM