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
$235M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.3M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$951K
5
HR icon
Healthcare Realty
HR
+$924K

Top Sells

1
+$5.09M
2
+$2.1M
3
+$1.93M
4
Y
Alleghany Corp
Y
+$1.69M
5
XYZ
Block Inc
XYZ
+$1.47M

Sector Composition

1 Technology 25.17%
2 Industrials 10.59%
3 Communication Services 6.71%
4 Healthcare 5.99%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.91%
38,169
-6,051
27
$2.08M 0.89%
16,751
-2,340
28
$1.88M 0.8%
22,534
+15,250
29
$1.81M 0.77%
10,243
-4,818
30
$1.72M 0.73%
15,716
-724
31
$1.64M 0.7%
52,025
-11,655
32
$1.57M 0.67%
35,316
-7,492
33
$1.53M 0.65%
18,649
+2,932
34
$1.46M 0.62%
27,386
-2,308
35
$1.4M 0.6%
29,787
-5,481
36
$1.38M 0.59%
14,552
-22,072
37
$1.35M 0.58%
9,029
-158
38
$1.3M 0.55%
+17,450
39
$1.26M 0.54%
52,400
+490
40
$1.15M 0.49%
26,604
-3,578
41
$1.15M 0.49%
17,545
-4,910
42
$1.09M 0.47%
10,448
+1,566
43
$1.07M 0.46%
25,003
-8,816
44
$1.07M 0.46%
83,210
-15,570
45
$1.06M 0.45%
123,289
-116,033
46
$1.05M 0.45%
11,029
+189
47
$945K 0.4%
10,502
-557
48
$935K 0.4%
6,915
+662
49
$933K 0.4%
12,260
-450
50
$924K 0.39%
+46,860
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