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
201
$23.2K 0.02%
+210
202
$23.1K 0.02%
+299
203
$22.6K 0.02%
+227
204
$22.5K 0.02%
+2,475
205
$22.4K 0.02%
+90
206
$22.2K 0.02%
+531
207
$21.6K 0.02%
+696
208
$21.3K 0.02%
+40
209
$20.5K 0.02%
+1,900
210
$20.2K 0.02%
+419
211
$20.2K 0.02%
+195
212
$19.7K 0.02%
+172
213
$19.5K 0.02%
+660
214
$19.5K 0.02%
+200
215
$19.3K 0.02%
+25
216
$19.2K 0.02%
+528
217
$19K 0.02%
+351
218
$18.7K 0.02%
+113
219
$18.7K 0.02%
+85
220
$18.6K 0.02%
+125
221
$18.5K 0.02%
+363
222
$18.3K 0.02%
+1,033
223
$17.4K 0.02%
+98
224
$16.8K 0.02%
+186
225
$16.7K 0.02%
+240