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 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
201
$26.8K 0.02%
+735
202
$26.2K 0.02%
334
203
$26.1K 0.02%
707
-533
204
$26K 0.02%
170
+2
205
$25.6K 0.02%
31
+6
206
$25.1K 0.02%
146
207
$24.7K 0.02%
605
208
$24.6K 0.02%
40
209
$23.9K 0.02%
310
210
$23.8K 0.02%
62
211
$23.3K 0.02%
240
212
$22.8K 0.02%
419
213
$22.5K 0.02%
172
-583
214
$22.2K 0.02%
696
215
$22.2K 0.02%
95
216
$21.9K 0.02%
1,175
+142
217
$21.7K 0.02%
195
218
$21.5K 0.02%
210
219
$21.3K 0.02%
268
220
$21.1K 0.02%
85
221
$21K 0.02%
351
222
$20.5K 0.02%
98
223
$20.4K 0.02%
227
224
$20.3K 0.02%
108
225
$20.2K 0.02%
126
+13