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
$238M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.66M
3
+$2.42M
4
SCHW icon
Charles Schwab
SCHW
+$2.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.99M

Top Sells

1
+$5.12M
2
+$4.19M
3
+$4.1M
4
CTOS icon
Custom Truck One Source
CTOS
+$2.18M
5
AAPL icon
Apple
AAPL
+$2.02M

Sector Composition

1 Technology 23.12%
2 Industrials 9.44%
3 Financials 6.55%
4 Communication Services 6.5%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$767K 0.32%
4,706
-479
52
$716K 0.3%
5,057
+1,260
53
$715K 0.3%
5,134
-1,720
54
$713K 0.3%
2,990
-359
55
$688K 0.29%
+11,967
56
$675K 0.28%
17,412
+8,670
57
$672K 0.28%
12,820
+8,785
58
$666K 0.28%
23,065
+375
59
$657K 0.28%
+4,749
60
$651K 0.27%
12,936
+5,046
61
$637K 0.27%
+15,373
62
$617K 0.26%
6,176
-724
63
$610K 0.26%
8,503
-3,232
64
$570K 0.24%
11,787
+10
65
$555K 0.23%
11,766
-1,068
66
$537K 0.23%
1,801
+13
67
$532K 0.22%
1,803
+276
68
$514K 0.22%
1,026
+393
69
$511K 0.21%
1,738
-585
70
$506K 0.21%
+10,015
71
$490K 0.21%
14,916
-333
72
$480K 0.2%
2,098
-157
73
$470K 0.2%
6,805
74
$455K 0.19%
2,285
+84
75
$449K 0.19%
915
+236
1 2
3
4 5