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
126
$90K 0.08%
538
-426
127
$89.4K 0.08%
523
-50
128
$81.9K 0.08%
334
129
$78.1K 0.07%
3,189
130
$76.1K 0.07%
3,750
131
$75.6K 0.07%
830
+803
132
$74.9K 0.07%
1,179
133
$74.1K 0.07%
3,234
-76
134
$73.8K 0.07%
4,850
-1,268
135
$71.8K 0.07%
1,247
136
$71.5K 0.07%
3,499
137
$69.3K 0.06%
1,585
+791
138
$69.2K 0.06%
406
139
$67.2K 0.06%
248
140
$64.2K 0.06%
274
+5
141
$63.8K 0.06%
1,063
-118
142
$62.1K 0.06%
+1,392
143
$61K 0.06%
192
144
$60.3K 0.06%
1,529
+29
145
$59.7K 0.06%
651
-370
146
$58.8K 0.05%
720
+156
147
$58K 0.05%
1,220
-66
148
$56.4K 0.05%
929
149
$56.1K 0.05%
1,912
+640
150
$55.5K 0.05%
355
4 5
6
7 8