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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.8M
3
+$8.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.64M
5
AMD icon
Advanced Micro Devices
AMD
+$7.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.16%
2 Financials 11.1%
3 Healthcare 8.51%
4 Consumer Discretionary 6.04%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$914K 0.53%
+3,398
52
$832K 0.49%
+2,442
53
$797K 0.46%
+13,854
54
$779K 0.45%
+3,404
55
$756K 0.44%
+5,501
56
$714K 0.42%
+2,205
57
$702K 0.41%
+10,375
58
$669K 0.39%
+8,620
59
$634K 0.37%
+2,625
60
$627K 0.37%
+2,488
61
$612K 0.36%
+12,169
62
$602K 0.35%
+10,951
63
$602K 0.35%
+12,912
64
$598K 0.35%
+3,207
65
$589K 0.34%
+6,310
66
$570K 0.33%
+5,756
67
$568K 0.33%
+15,699
68
$555K 0.32%
+10,939
69
$480K 0.28%
+8,807
70
$462K 0.27%
+3,373
71
$444K 0.26%
+2,914
72
$431K 0.25%
+5,668
73
$422K 0.25%
+3,492
74
$410K 0.24%
+3,601
75
$383K 0.22%
+1,746
1 2
3
4 5