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
$239M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.69M
3
+$1.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.23M
5
TSLA icon
Tesla
TSLA
+$742K

Top Sells

1
+$4.29M
2
+$3.28M
3
+$2.41M
4
CRWD icon
CrowdStrike
CRWD
+$1.23M
5
HTO
H2O America
HTO
+$1.01M

Sector Composition

1 Technology 23.04%
2 Industrials 10.92%
3 Financials 6.01%
4 Communication Services 6%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.75%
+192,350
27
$1.73M 0.72%
36,874
+1,558
28
$1.68M 0.7%
9,170
-1,073
29
$1.68M 0.7%
16,976
-1,673
30
$1.66M 0.69%
57,787
+5,762
31
$1.65M 0.69%
26,556
-830
32
$1.62M 0.68%
22,832
+298
33
$1.51M 0.63%
10,367
-5,349
34
$1.5M 0.63%
86,130
+2,920
35
$1.39M 0.58%
29,583
-204
36
$1.38M 0.58%
13,737
-815
37
$1.35M 0.57%
26,210
-394
38
$1.33M 0.56%
7,625
-1,404
39
$1.32M 0.55%
51,240
-1,160
40
$1.3M 0.54%
16,996
-454
41
$1.27M 0.53%
25,285
+282
42
$1.23M 0.51%
+17,505
43
$1.08M 0.45%
24,591
-15,378
44
$1.08M 0.45%
8,359
+5,760
45
$1.05M 0.44%
88,146
+18,255
46
$994K 0.42%
144,085
+20,796
47
$966K 0.4%
6,854
-61
48
$959K 0.4%
12,322
+62
49
$958K 0.4%
10,216
-286
50
$940K 0.39%
44,925
-1,935
1
2
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