COPIA WEALTH MANAGEMENT

COPIA WEALTH MANAGEMENT runs COPIA WEALTH MANAGEMENT and currently holds 521 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $145.52M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. COPIA WEALTH MANAGEMENT ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, COPIA WEALTH MANAGEMENT's portfolio at COPIA WEALTH MANAGEMENT has delivered returns of +14.54%. Their 3-year annualized return is +11.63%. Looking at the 5-year horizon, COPIA WEALTH MANAGEMENT has achieved +11.63% annualized returns at COPIA WEALTH MANAGEMENT.