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
$245M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.27M
3
+$1.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.37M

Top Sells

1
+$348K
2
+$301K
3
+$266K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$240K
5
MDLZ icon
Mondelez International
MDLZ
+$226K

Sector Composition

1 Technology 27.89%
2 Financials 8.31%
3 Healthcare 8.19%
4 Communication Services 6.7%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.12%
18,498
+4,325
27
$2.63M 1.08%
16,306
+2,420
28
$2.57M 1.05%
74,765
+5,775
29
$2.31M 0.94%
47,865
+5,068
30
$2.16M 0.88%
14,732
+4,412
31
$2.06M 0.84%
99,540
+2,020
32
$2.06M 0.84%
5
33
$2.02M 0.83%
18,520
+3,101
34
$1.99M 0.81%
57,984
+9,437
35
$1.98M 0.81%
8,503
+925
36
$1.81M 0.74%
69,689
+2,854
37
$1.69M 0.69%
21,047
+2,423
38
$1.68M 0.69%
15,066
+11,624
39
$1.68M 0.69%
6,196
-245
40
$1.64M 0.67%
8,713
+390
41
$1.58M 0.64%
8,164
-366
42
$1.38M 0.57%
12,839
+1,254
43
$1.35M 0.55%
13,384
44
$1.3M 0.53%
3,970
-187
45
$1.29M 0.53%
9,093
+3,696
46
$1.27M 0.52%
9,540
47
$1.26M 0.51%
7,249
+109
48
$1.24M 0.51%
29,211
-790
49
$1.22M 0.5%
18,490
+438
50
$1.21M 0.49%
18,057
+46
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