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
$274M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.26M
3
+$7.15M
4
UBER icon
Uber
UBER
+$5.35M
5
CRWD icon
CrowdStrike
CRWD
+$3.67M

Top Sells

1
+$3.59M
2
+$1.95M
3
+$1.88M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.43M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.32M

Sector Composition

1 Technology 30.79%
2 Financials 6.89%
3 Healthcare 6.53%
4 Communication Services 6.04%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.51%
15,880
+8,004
52
$1.38M 0.5%
25,347
-2,669
53
$1.34M 0.49%
12,708
+1,994
54
$1.32M 0.48%
22,277
+7,724
55
$1.22M 0.44%
+3,263
56
$1.18M 0.43%
12,922
-462
57
$1.18M 0.43%
5,577
+3,940
58
$1.17M 0.43%
9,880
+40
59
$1.16M 0.42%
3,818
+67
60
$1.12M 0.41%
+11,498
61
$1.1M 0.4%
3,936
+821
62
$1.1M 0.4%
+1,308
63
$1.07M 0.39%
5,076
+673
64
$1.05M 0.38%
18,393
-1,303
65
$1.01M 0.37%
20,486
-26,775
66
$962K 0.35%
5,396
-1,351
67
$949K 0.35%
25,554
-3,637
68
$930K 0.34%
8,807
69
$871K 0.32%
9,299
-6,181
70
$818K 0.3%
+4,137
71
$817K 0.3%
+9,110
72
$767K 0.28%
4,017
-4,548
73
$717K 0.26%
4,971
-3,013
74
$699K 0.25%
6,156
+2,475
75
$667K 0.24%
+6,198
1 2
3
4 5