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
$235M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.3M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$951K
5
HR icon
Healthcare Realty
HR
+$924K

Top Sells

1
+$5.09M
2
+$2.1M
3
+$1.93M
4
Y
Alleghany Corp
Y
+$1.69M
5
XYZ
Block Inc
XYZ
+$1.47M

Sector Composition

1 Technology 25.17%
2 Industrials 10.59%
3 Communication Services 6.71%
4 Healthcare 5.99%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$904K 0.39%
4,715
+1,742
52
$834K 0.36%
4,843
-1,257
53
$792K 0.34%
69,891
+14,916
54
$762K 0.32%
29,743
-42,252
55
$761K 0.32%
21,315
-337
56
$744K 0.32%
10,404
-5,901
57
$721K 0.31%
9,654
+2,864
58
$691K 0.29%
+9,480
59
$688K 0.29%
5,297
+945
60
$660K 0.28%
2,273
-1,064
61
$622K 0.26%
+4,351
62
$606K 0.26%
13,166
-8,245
63
$584K 0.25%
2,599
+688
64
$576K 0.25%
11,730
-1,517
65
$558K 0.24%
6,805
66
$533K 0.23%
11,732
+190
67
$516K 0.22%
5,073
-18,969
68
$516K 0.22%
+7,200
69
$513K 0.22%
2,129
+540
70
$499K 0.21%
2,442
+1,311
71
$495K 0.21%
7,455
+870
72
$488K 0.21%
3,108
-126
73
$483K 0.21%
1,717
-5
74
$471K 0.2%
7,654
-650
75
$469K 0.2%
29,030
-3,894
1 2
3
4 5