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
$245M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.27M
3
+$1.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.37M

Top Sells

1
+$348K
2
+$301K
3
+$266K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$240K
5
MDLZ icon
Mondelez International
MDLZ
+$226K

Sector Composition

1 Technology 27.89%
2 Financials 8.31%
3 Healthcare 8.19%
4 Communication Services 6.7%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.48%
21,859
+4,885
52
$1.1M 0.45%
4,386
+428
53
$1M 0.41%
7,792
-530
54
$1M 0.41%
27,695
-136
55
$983K 0.4%
7,419
-48
56
$903K 0.37%
+46,003
57
$880K 0.36%
2,444
-161
58
$842K 0.34%
3,513
-891
59
$833K 0.34%
15,137
+4,552
60
$823K 0.34%
3,740
+2,435
61
$823K 0.34%
27,466
+6,692
62
$792K 0.32%
1,958
-320
63
$790K 0.32%
3,035
-100
64
$756K 0.31%
16,281
+330
65
$735K 0.3%
10,095
-430
66
$721K 0.29%
14,274
+2,018
67
$696K 0.28%
2,638
-10
68
$666K 0.27%
8,620
69
$640K 0.26%
3,781
+18
70
$594K 0.24%
6,295
+218
71
$585K 0.24%
966
-40
72
$576K 0.24%
3,401
+409
73
$571K 0.23%
8,807
74
$568K 0.23%
15,699
75
$561K 0.23%
4,015
+530
1 2
3
4 5