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
$248M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$3.56M
3
+$3.43M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.11M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.27M

Top Sells

1
+$2.6M
2
+$2.02M
3
+$1.41M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.3M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.02M

Sector Composition

1 Technology 27.13%
2 Industrials 7.83%
3 Communication Services 6.63%
4 Financials 6.55%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1%
69,711
+25,337
27
$2.47M 0.99%
22,821
-99
28
$2.43M 0.98%
17,245
+3,745
29
$2.17M 0.87%
239,322
-11,882
30
$2.15M 0.87%
19,091
-4,114
31
$2.04M 0.82%
5
32
$2.03M 0.82%
63,680
-4,396
33
$1.98M 0.8%
71,995
-25,877
34
$1.87M 0.75%
30,376
+814
35
$1.82M 0.73%
42,808
-6,713
36
$1.69M 0.68%
29,694
-11,097
37
$1.69M 0.68%
2,028
+720
38
$1.66M 0.67%
33,819
-6,940
39
$1.66M 0.67%
16,440
+1,288
40
$1.52M 0.61%
15,717
+3,009
41
$1.51M 0.61%
9,187
+4,111
42
$1.5M 0.6%
98,780
-22,120
43
$1.43M 0.58%
35,268
+7,476
44
$1.42M 0.57%
45,522
+551
45
$1.4M 0.56%
22,455
+178
46
$1.36M 0.55%
30,182
-28,819
47
$1.26M 0.51%
25,591
+244
48
$1.23M 0.49%
+51,910
49
$1.19M 0.48%
10,840
+960
50
$1.18M 0.47%
+16,305
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