CWM
Copia Wealth Management Portfolio holdings
AUM
$119M
This Quarter Return
+1.11%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.09%
Holding
425
New
425
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
TBIL
US Treasury 3 Month Bill ETF
TBIL
|
$6.4M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$5.48M |
| 3 |
US Treasury 6 Month Bill ETF
XBIL
|
$4.85M |
| 4 |
Strive Enhanced Income Short Maturity ETF
BUXX
|
$4.72M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$4.16M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Consumer Discretionary | 2.42% |
| 3 | Industrials | 2.07% |
| 4 | Financials | 0.82% |
| 5 | Consumer Staples | 0.64% |
