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
$239M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.69M
3
+$1.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.23M
5
TSLA icon
Tesla
TSLA
+$742K

Top Sells

1
+$4.29M
2
+$3.28M
3
+$2.41M
4
CRWD icon
CrowdStrike
CRWD
+$1.23M
5
HTO
H2O America
HTO
+$1.01M

Sector Composition

1 Technology 23.04%
2 Industrials 10.92%
3 Financials 6.01%
4 Communication Services 6%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$920K 0.38%
10,029
-1,000
52
$915K 0.38%
11,735
+2,081
53
$914K 0.38%
4,651
-64
54
$880K 0.37%
5,185
+342
55
$822K 0.34%
11,305
+901
56
$765K 0.32%
22,690
+1,375
57
$752K 0.31%
2,323
+50
58
$705K 0.29%
9,124
-356
59
$683K 0.29%
6,900
-3,548
60
$678K 0.28%
+2,441
61
$659K 0.28%
6,522
-12,161
62
$643K 0.27%
11,403
-327
63
$611K 0.26%
12,834
-332
64
$607K 0.25%
6,782
-765
65
$572K 0.24%
5,107
+1,674
66
$570K 0.24%
5,272
+199
67
$536K 0.22%
3,797
-554
68
$533K 0.22%
11,777
+45
69
$526K 0.22%
6,805
70
$524K 0.22%
2,142
+13
71
$515K 0.22%
7,332
-123
72
$511K 0.21%
3,082
-26
73
$508K 0.21%
1,488
+218
74
$495K 0.21%
2,255
+506
75
$492K 0.21%
6,750
-450
1 2
3
4 5