StockDriftsStockDriftsTop 50 Copia Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | 6.62% | 475.6K | $9.6M | +19.29%(+76.90K) | $20.28(-0.27%) | 2026-03-31 | |
| CLOX | ELDRIDGE AAA CLO ETF | 4.57% | 259.8K | $6.6M | +41.50%(+76.20K) | $25.54(-0.04%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 3.65% | 12.3K | $5.3M | -6.81%(-902) | $244.45(+76.11%) | 2026-03-31 | |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 3.45% | 65.6K | $5.0M | -21.63%(-18.11K) | $68.37(+27.78%) | 2026-03-31 | |
| VTWO | VANGUARD RUSSELL 2000 ETF | 3.09% | 44.9K | $4.5M | +16.87%(+6.48K) | $91.63(+24.64%) | 2026-03-31 | |
| CLOZ | ELDRIDGE BBB-B CLO ETF | 2.85% | 161.7K | $4.1M | +45.12%(+50.28K) | $26.52(-0.41%) | 2026-03-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 2.82% | 39.7K | $4.1M | +8.81%(+3.22K) | $101.40(+2.28%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 2.77% | 51.2K | $4.0M | -3.08%(-1.63K) | $58.58(+64.12%) | 2026-03-31 | |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | 2.7% | 78.7K | $3.9M | -25.48%(-26.91K) | $49.95(-0.08%) | 2026-03-31 | |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 2.07% | 53.2K | $3.0M | -24.61%(-17.37K) | $52.00(+15.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.82% | +28.85% |
| Top 20 Holdings Unweighted | +9.05% | +29.66% |
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