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
176
$38.4K 0.04%
311
-6
177
$38.3K 0.04%
+737
178
$37.9K 0.04%
1,109
179
$37.8K 0.04%
300
180
$36.5K 0.03%
1,249
+718
181
$35.7K 0.03%
504
182
$35.2K 0.03%
64
183
$33.9K 0.03%
564
184
$33.1K 0.03%
106
185
$32.8K 0.03%
2,054
+725
186
$32.3K 0.03%
1,029
187
$32.3K 0.03%
299
188
$32K 0.03%
593
-445
189
$31.9K 0.03%
323
190
$31.1K 0.03%
755
191
$30.9K 0.03%
202
192
$30.8K 0.03%
+834
193
$29.7K 0.03%
1,623
194
$29.6K 0.03%
327
+23
195
$29.4K 0.03%
530
196
$28.9K 0.03%
161
197
$28.6K 0.03%
143
+142
198
$27.8K 0.03%
300
199
$27K 0.03%
645
-683
200
$26.9K 0.02%
242
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8
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