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
$274M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.26M
3
+$7.15M
4
UBER icon
Uber
UBER
+$5.35M
5
CRWD icon
CrowdStrike
CRWD
+$3.67M

Top Sells

1
+$3.59M
2
+$1.95M
3
+$1.88M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.43M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.32M

Sector Composition

1 Technology 30.79%
2 Financials 6.89%
3 Healthcare 6.53%
4 Communication Services 6.04%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1%
37,779
-4,536
27
$2.73M 0.99%
32,464
+19,087
28
$2.65M 0.97%
+251,204
29
$2.64M 0.96%
15,379
-3,982
30
$2.58M 0.94%
97,872
+24,577
31
$2.55M 0.93%
40,791
-3,157
32
$2.53M 0.92%
24,989
+1,934
33
$2.47M 0.9%
49,521
-9,992
34
$2.41M 0.88%
5
35
$2.4M 0.88%
16,911
+12,009
36
$2.37M 0.86%
120,900
-2,110
37
$2.29M 0.84%
68,076
-13,321
38
$2.14M 0.78%
40,759
-14,240
39
$2.02M 0.74%
62,130
-57,823
40
$1.99M 0.73%
+13,500
41
$1.9M 0.69%
15,152
+3,946
42
$1.8M 0.66%
44,374
+30,889
43
$1.71M 0.62%
14,524
+11,929
44
$1.64M 0.6%
13,611
+1,861
45
$1.64M 0.6%
35,193
-24,263
46
$1.59M 0.58%
41,534
+18,705
47
$1.48M 0.54%
+31,790
48
$1.44M 0.52%
8,072
-7,388
49
$1.41M 0.52%
27,792
+6,006
50
$1.41M 0.51%
44,971
+25,304
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