CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$588M
1-Year Est. Return
28.98%
This Fund
S&P 500
1 Year Est. Return
+28.98%
AUM
$589M
AUM Growth
+$39M
(+7.1%)
Holding
232
Top Buys
| 1 | +$14.1M | |
| 2 | +$3.15M | |
| 3 | +$2.37M | |
| 4 |
Clorox
CLX
|
+$1.78M |
| 5 |
Amazon
AMZN
|
+$1.71M |
Top Sells
| 1 | +$2.89M | |
| 2 | +$1.58M | |
| 3 | +$1.35M | |
| 4 |
Vanguard Value ETF
VTV
|
+$644K |
| 5 |
Estee Lauder
EL
|
+$605K |
Sector Composition
| 1 | Technology | 26.75% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Communication Services | 7.74% |
| 5 | Financials | 4.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vanguard Total World Stock ETF
VT
$74.2B
| – | – |
-1,463
|
|
||
227
AT&T
T
$172B
| – | – |
-8,056
|
|
||
228
Mondelez International
MDLZ
$78.7B
| – | – |
-4,554
|
|
||
229
Linde
LIN
$237B
| – | – |
-528
|
|
||
|
INFA
230
DELISTED
Informatica
INFA
| – | – |
-24,222
|
|
||
231
IDEX
IEX
$15.6B
| – | – |
-1,639
|
|
||
232
Abbott
ABT
$147B
| – | – |
-1,489
|
|