CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.47M
3
+$1.82M
4
CTOS icon
Custom Truck One Source
CTOS
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M

Top Sells

1
+$4.06M
2
+$3.59M
3
+$1.34M
4
UBER icon
Uber
UBER
+$893K
5
HOLX icon
Hologic
HOLX
+$711K

Sector Composition

1 Technology 29.37%
2 Consumer Discretionary 8.19%
3 Industrials 7.48%
4 Communication Services 5.99%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 0.86%
45,548
+311
27
$3.84M 0.76%
36,862
+313
28
$3.78M 0.74%
12,658
+356
29
$3.76M 0.74%
29,548
+19,377
30
$3.7M 0.73%
8,126
-92
31
$3.7M 0.73%
46,754
-2,414
32
$3.18M 0.63%
12,945
+73
33
$3.17M 0.63%
45,389
+7,735
34
$3.16M 0.62%
4,399
+44
35
$3.11M 0.61%
9,916
+848
36
$3.09M 0.61%
1,313
-1
37
$2.95M 0.58%
10,016
+616
38
$2.89M 0.57%
4
39
$2.88M 0.57%
54,544
+25,540
40
$2.72M 0.54%
53,819
+569
41
$2.7M 0.53%
76,580
+22,784
42
$2.66M 0.53%
38,297
+2,593
43
$2.37M 0.47%
13,190
-758
44
$2.34M 0.46%
51,395
+23,067
45
$2.34M 0.46%
70,159
+18,384
46
$2.3M 0.45%
3,154
-48
47
$2.08M 0.41%
10,761
+517
48
$2.05M 0.4%
21,001
+3,292
49
$1.94M 0.38%
10,702
50
$1.88M 0.37%
18,187
+588
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