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
$248M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$3.56M
3
+$3.43M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.11M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.27M

Top Sells

1
+$2.6M
2
+$2.02M
3
+$1.41M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.3M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.02M

Sector Composition

1 Technology 27.13%
2 Industrials 7.83%
3 Communication Services 6.63%
4 Financials 6.55%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.44%
6,100
-1,972
52
$1.07M 0.43%
18,654
-13,810
53
$1.02M 0.41%
12,710
-212
54
$1.01M 0.41%
21,411
-13,782
55
$1M 0.4%
11,059
-439
56
$915K 0.37%
3,337
-481
57
$838K 0.34%
8,882
+2,726
58
$825K 0.33%
6,253
-10,658
59
$808K 0.33%
24,345
-17,189
60
$702K 0.28%
4,352
-1,225
61
$698K 0.28%
11,044
+5,075
62
$689K 0.28%
13,247
-5,146
63
$679K 0.27%
8,308
-991
64
$674K 0.27%
21,652
-3,902
65
$645K 0.26%
+54,975
66
$625K 0.25%
3,370
-767
67
$600K 0.24%
7,284
+3,582
68
$561K 0.23%
2,973
-4
69
$548K 0.22%
8,201
-7,679
70
$546K 0.22%
11,542
+20
71
$542K 0.22%
6,805
-2,002
72
$511K 0.21%
5,653
-8,871
73
$484K 0.19%
3,234
+41
74
$483K 0.19%
1,722
-2,214
75
$473K 0.19%
15,130
-16,660
1 2
3
4 5