CWA

Canvas Wealth Advisors Portfolio holdings

AUM $507M
1-Year Est. Return 25.19%
This Quarter Est. Return
1 Year Est. Return
+25.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.8M
3
+$8.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.64M
5
AMD icon
Advanced Micro Devices
AMD
+$7.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.16%
2 Financials 11.1%
3 Healthcare 8.51%
4 Consumer Discretionary 6.04%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.03%
+62,906
27
$1.76M 1.03%
+45,629
28
$1.69M 0.99%
+22,924
29
$1.54M 0.9%
+101,240
30
$1.51M 0.88%
+45,378
31
$1.44M 0.84%
+13,055
32
$1.35M 0.79%
+11,586
33
$1.29M 0.75%
+7,891
34
$1.28M 0.75%
+15,574
35
$1.25M 0.73%
+11,420
36
$1.25M 0.73%
+13,384
37
$1.23M 0.72%
+6,956
38
$1.22M 0.71%
+14,396
39
$1.19M 0.69%
+29,646
40
$1.14M 0.66%
+16,880
41
$1.12M 0.65%
+17,146
42
$1.09M 0.63%
+21,945
43
$1.07M 0.62%
+9,500
44
$1.07M 0.62%
+6,629
45
$1.06M 0.62%
+5,177
46
$1.06M 0.62%
+23,565
47
$1.06M 0.62%
+3,303
48
$1.05M 0.61%
+26,208
49
$962K 0.56%
+3,771
50
$932K 0.54%
+14,534
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