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
151
$55.2K 0.05%
1,085
152
$54.9K 0.05%
450
153
$54.7K 0.05%
+305
154
$51.9K 0.05%
1,559
+388
155
$50.9K 0.05%
971
156
$50.5K 0.05%
3,655
+2,036
157
$49.8K 0.05%
1,125
158
$49.6K 0.05%
346
159
$49.3K 0.05%
580
160
$49.2K 0.05%
530
+514
161
$49K 0.05%
581
-24
162
$48.9K 0.05%
160
163
$47.8K 0.04%
+1,910
164
$47.5K 0.04%
85
165
$47.4K 0.04%
224
-2
166
$45.3K 0.04%
204
167
$44.3K 0.04%
121
168
$44.2K 0.04%
408
+33
169
$43.5K 0.04%
83
170
$41.1K 0.04%
205
171
$39.7K 0.04%
3,416
+3,316
172
$39.6K 0.04%
127
-44
173
$39.2K 0.04%
420
174
$38.9K 0.04%
+715
175
$38.5K 0.04%
389
-165
5 6
7
8 9