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
$223M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.53M
3
+$3.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.56M
5
AMD icon
Advanced Micro Devices
AMD
+$2.49M

Top Sells

1
+$1.23M
2
+$1.07M
3
+$347K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$276K
5
VLY icon
Valley National Bancorp
VLY
+$247K

Sector Composition

1 Technology 28.36%
2 Financials 8.86%
3 Healthcare 8.79%
4 Communication Services 6.17%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.45%
27,831
+1,623
52
$999K 0.45%
+7,467
53
$998K 0.45%
3,958
+187
54
$951K 0.43%
16,974
+3,120
55
$947K 0.42%
2,605
+163
56
$914K 0.41%
3,135
-263
57
$843K 0.38%
+5,397
58
$831K 0.37%
2,278
+73
59
$779K 0.35%
12,319
-2,215
60
$766K 0.34%
10,525
+150
61
$750K 0.34%
15,951
+3,039
62
$688K 0.31%
2,648
+160
63
$669K 0.3%
8,620
64
$661K 0.3%
3,763
+556
65
$632K 0.28%
+20,774
66
$631K 0.28%
12,256
+87
67
$619K 0.28%
6,091
+335
68
$583K 0.26%
10,585
-366
69
$578K 0.26%
15,699
70
$578K 0.26%
6,077
-233
71
$562K 0.25%
+1,006
72
$549K 0.25%
1,580
+775
73
$548K 0.25%
9,398
+3,534
74
$545K 0.24%
5,356
+1,696
75
$534K 0.24%
8,807
1 2
3
4 5