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
$223M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.53M
3
+$3.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.56M
5
AMD icon
Advanced Micro Devices
AMD
+$2.49M

Top Sells

1
+$1.23M
2
+$1.07M
3
+$347K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$276K
5
VLY icon
Valley National Bancorp
VLY
+$247K

Sector Composition

1 Technology 28.36%
2 Financials 8.86%
3 Healthcare 8.79%
4 Communication Services 6.17%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.03%
13,886
+1,669
27
$2.17M 0.97%
43,805
+21,860
28
$2.11M 0.95%
48,547
+2,918
29
$2.09M 0.94%
5
30
$2.05M 0.92%
42,797
+19,232
31
$1.95M 0.87%
97,520
-3,720
32
$1.75M 0.79%
66,835
+3,929
33
$1.75M 0.79%
53,509
+45,574
34
$1.74M 0.78%
15,419
+3,999
35
$1.71M 0.77%
10,320
-675
36
$1.64M 0.73%
8,530
-5,558
37
$1.57M 0.71%
6,441
+3,037
38
$1.56M 0.7%
8,323
+432
39
$1.56M 0.7%
7,578
+2,401
40
$1.5M 0.67%
18,624
+4,228
41
$1.34M 0.6%
11,585
-1,470
42
$1.33M 0.6%
13,384
43
$1.33M 0.59%
4,157
+854
44
$1.24M 0.55%
30,001
+355
45
$1.2M 0.54%
9,540
+40
46
$1.2M 0.54%
18,011
+1,131
47
$1.19M 0.53%
8,322
+2,821
48
$1.14M 0.51%
18,052
+906
49
$1.14M 0.51%
7,140
+511
50
$1.04M 0.47%
4,404
+1,779
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