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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.76M
4
ADBE icon
Adobe
ADBE
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.47M

Top Sells

1
+$2.16M
2
+$2.11M
3
+$1.87M
4
BABA icon
Alibaba
BABA
+$1.83M
5
ICUI icon
ICU Medical
ICUI
+$973K

Sector Composition

1 Technology 29.96%
2 Financials 8.17%
3 Communication Services 6.79%
4 Healthcare 6.65%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.03%
15,126
+12,091
27
$2.65M 0.95%
15,460
-846
28
$2.64M 0.95%
23,055
+4,535
29
$2.53M 0.91%
17,715
+10,296
30
$2.42M 0.87%
69,933
+11,949
31
$2.4M 0.86%
16,178
+1,446
32
$2.39M 0.86%
47,261
-604
33
$2.25M 0.81%
5
34
$2.16M 0.78%
25,178
+4,131
35
$2.1M 0.75%
22,829
-23,502
36
$2.04M 0.73%
13,377
-12,292
37
$1.9M 0.68%
73,295
+3,606
38
$1.86M 0.67%
15,480
+414
39
$1.76M 0.63%
+7,876
40
$1.72M 0.62%
6,747
+551
41
$1.64M 0.59%
8,565
-148
42
$1.56M 0.56%
3,751
-219
43
$1.54M 0.55%
13,384
44
$1.51M 0.54%
+2,667
45
$1.5M 0.54%
28,947
+7,088
46
$1.46M 0.53%
7,984
+192
47
$1.45M 0.52%
+11,206
48
$1.45M 0.52%
11,750
+2,657
49
$1.42M 0.51%
9,840
+300
50
$1.32M 0.48%
6,017
-2,147
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