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
$298M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.54M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M

Top Sells

1
+$2.83M
2
+$1.7M
3
+$1.68M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.16M
5
AMD icon
Advanced Micro Devices
AMD
+$1,000K

Sector Composition

1 Technology 24.22%
2 Industrials 9.44%
3 Communication Services 6.14%
4 Consumer Discretionary 6.13%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1%
8,996
-638
27
$2.86M 0.96%
40,360
+2,297
28
$2.72M 0.91%
31,247
+11,035
29
$2.17M 0.73%
71,423
+10,705
30
$2.14M 0.72%
+36,941
31
$2.1M 0.7%
+47,325
32
$2.09M 0.7%
8,450
-6,796
33
$2M 0.67%
15,916
+2,503
34
$1.89M 0.64%
26,080
-4,293
35
$1.82M 0.61%
10,108
+470
36
$1.6M 0.54%
28,377
+2,519
37
$1.52M 0.51%
3,078
+385
38
$1.48M 0.5%
18,184
-54
39
$1.42M 0.48%
28,191
+1,894
40
$1.41M 0.47%
8,998
+417
41
$1.4M 0.47%
+22,739
42
$1.38M 0.47%
10,702
43
$1.15M 0.39%
28,469
+13,053
44
$1.07M 0.36%
17,576
+13,183
45
$1.05M 0.35%
21,139
-18,104
46
$1.01M 0.34%
9,537
+948
47
$987K 0.33%
23,680
+6,720
48
$938K 0.32%
68,339
-9,023
49
$905K 0.3%
1,265
-102
50
$903K 0.3%
15,144
+894
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