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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.76M
4
ADBE icon
Adobe
ADBE
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.47M

Top Sells

1
+$2.16M
2
+$2.11M
3
+$1.87M
4
BABA icon
Alibaba
BABA
+$1.83M
5
ICUI icon
ICU Medical
ICUI
+$973K

Sector Composition

1 Technology 29.96%
2 Financials 8.17%
3 Communication Services 6.79%
4 Healthcare 6.65%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.47%
8,119
+7,139
52
$1.3M 0.47%
29,191
-20
53
$1.29M 0.47%
25,354
+11,080
54
$1.29M 0.46%
+19,248
55
$1.28M 0.46%
10,714
-2,125
56
$1.26M 0.45%
19,696
+1,639
57
$1.06M 0.38%
14,553
-3,937
58
$1.05M 0.38%
21,786
+5,505
59
$1.05M 0.38%
52,355
+6,352
60
$1.04M 0.38%
4,403
-4,100
61
$1.04M 0.37%
28,016
+321
62
$959K 0.35%
4,762
+1,022
63
$947K 0.34%
11,261
+1,166
64
$940K 0.34%
+2,929
65
$881K 0.32%
29,316
+1,850
66
$873K 0.31%
17,644
+12,775
67
$853K 0.31%
3,115
-1,271
68
$817K 0.29%
4,225
-3,024
69
$776K 0.28%
3,163
-350
70
$752K 0.27%
+16,399
71
$752K 0.27%
13,485
+4,475
72
$724K 0.26%
8,616
-4
73
$721K 0.26%
4,902
+1,379
74
$715K 0.26%
2,673
+35
75
$684K 0.25%
12,545
-2,592
1 2
3
4 5