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 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
176
$30.5K 0.03%
+300
177
$30.2K 0.03%
+202
178
$30.2K 0.03%
+161
179
$30K 0.03%
+1,029
180
$29.1K 0.03%
+334
181
$28.6K 0.03%
+64
182
$27.7K 0.03%
+146
183
$27.6K 0.03%
+530
184
$27.6K 0.03%
+62
185
$27.4K 0.03%
+566
186
$27.2K 0.03%
+605
187
$27.1K 0.03%
+103
188
$27.1K 0.03%
+304
189
$26.3K 0.03%
+106
190
$25.8K 0.02%
+242
191
$25.1K 0.02%
+40
192
$25.1K 0.02%
+240
193
$24.9K 0.02%
+310
194
$24.4K 0.02%
+168
195
$23.9K 0.02%
+171
196
$23.8K 0.02%
+813
197
$23.5K 0.02%
+307
198
$23.4K 0.02%
+95
199
$23.3K 0.02%
+268
200
$23.3K 0.02%
+108