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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$5.48M
3
+$4.85M
4
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$4.72M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.91%
2 Consumer Discretionary 2.42%
3 Industrials 2.06%
4 Financials 0.82%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$46.8K 0.04%
+160
152
$45.8K 0.04%
+605
153
$45.3K 0.04%
+550
154
$44.6K 0.04%
+171
155
$44.3K 0.04%
+564
156
$43.4K 0.04%
+1,171
157
$42K 0.04%
+83
158
$40.9K 0.04%
+1,619
159
$39.5K 0.04%
+326
160
$38.8K 0.04%
+300
161
$38.8K 0.04%
+755
162
$38.1K 0.04%
+1,272
163
$37.4K 0.04%
+420
164
$37K 0.04%
+1,623
165
$36.6K 0.03%
+205
166
$36.3K 0.03%
+1,329
167
$36.1K 0.03%
+504
168
$36.1K 0.03%
+317
169
$36K 0.03%
+323
170
$34.8K 0.03%
+1,109
171
$34.8K 0.03%
+299
172
$33.2K 0.03%
+794
173
$32.9K 0.03%
+564
174
$30.7K 0.03%
+106
175
$30.5K 0.03%
+49
5 6
7
8 9