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
$398M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.93M
3
+$2.19M
4
ASML icon
ASML
ASML
+$1.8M
5
NKE icon
Nike
NKE
+$1.69M

Top Sells

1
+$2.82M
2
+$1.66M
3
+$1.52M
4
MMM icon
3M
MMM
+$869K
5
PLTR icon
Palantir
PLTR
+$779K

Sector Composition

1 Technology 26.5%
2 Consumer Discretionary 8.26%
3 Industrials 7.49%
4 Communication Services 5.5%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 1%
41,102
-29,064
27
$3.72M 0.93%
20,422
-1,196
28
$3.39M 0.85%
66,965
+17,991
29
$3.21M 0.81%
9,379
-154
30
$3.15M 0.79%
7,663
-456
31
$2.9M 0.73%
38,711
+29,224
32
$2.89M 0.73%
49,111
+4,160
33
$2.89M 0.72%
12,039
+209
34
$2.72M 0.68%
4
35
$2.35M 0.59%
4,013
+249
36
$2.1M 0.53%
3,032
+2,593
37
$2.07M 0.52%
1,218
+322
38
$2.05M 0.51%
34,876
+3,055
39
$1.89M 0.48%
8,165
+74
40
$1.87M 0.47%
11,069
+4,732
41
$1.8M 0.45%
39,303
-1,623
42
$1.71M 0.43%
10,702
43
$1.69M 0.42%
+22,182
44
$1.61M 0.4%
5,555
-1,420
45
$1.6M 0.4%
23,959
+232
46
$1.59M 0.4%
17,558
+260
47
$1.58M 0.4%
8,303
+421
48
$1.54M 0.39%
14,433
+1,437
49
$1.36M 0.34%
26,137
+11,516
50
$1.32M 0.33%
1,437
+32
1
2
3 4 5