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
$238M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.66M
3
+$2.42M
4
SCHW icon
Charles Schwab
SCHW
+$2.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.99M

Top Sells

1
+$5.12M
2
+$4.19M
3
+$4.1M
4
CTOS icon
Custom Truck One Source
CTOS
+$2.18M
5
AAPL icon
Apple
AAPL
+$2.02M

Sector Composition

1 Technology 23.12%
2 Industrials 9.44%
3 Financials 6.55%
4 Communication Services 6.5%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.89%
30,737
-4,768
27
$1.85M 0.78%
67,970
-18,160
28
$1.57M 0.66%
17,147
+12,585
29
$1.51M 0.63%
11,005
-5,179
30
$1.5M 0.63%
192,274
+48,189
31
$1.44M 0.6%
8,641
-5,865
32
$1.4M 0.59%
15,018
-13,020
33
$1.38M 0.58%
14,926
-7,906
34
$1.38M 0.58%
8,617
+258
35
$1.38M 0.58%
17,874
+898
36
$1.36M 0.57%
7,563
-1,607
37
$1.35M 0.57%
29,098
-7,776
38
$1.33M 0.56%
9,131
-1,236
39
$1.11M 0.47%
10,376
+5,104
40
$1.06M 0.45%
54,503
+9,578
41
$1.01M 0.42%
75,480
-12,666
42
$994K 0.42%
10,764
-1,558
43
$966K 0.41%
4,656
+2,809
44
$930K 0.39%
19,232
-6,053
45
$919K 0.39%
12,015
-4,981
46
$859K 0.36%
17,028
-12,555
47
$847K 0.36%
7,819
-2,210
48
$841K 0.35%
32,380
-18,860
49
$806K 0.34%
+9,815
50
$769K 0.32%
3,759
-892
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