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
$275M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.63M
3
+$1.54M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.05M
5
CTOS icon
Custom Truck One Source
CTOS
+$974K

Top Sells

1
+$3.37M
2
+$1.98M
3
+$1.96M
4
UBER icon
Uber
UBER
+$1.08M
5
MSFT icon
Microsoft
MSFT
+$1.02M

Sector Composition

1 Technology 24.23%
2 Industrials 11.17%
3 Financials 5.84%
4 Communication Services 5.69%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.28%
14,250
-375
52
$734K 0.27%
+15,416
53
$720K 0.26%
16,960
+934
54
$708K 0.26%
4,944
+800
55
$697K 0.25%
5,153
+3,394
56
$674K 0.24%
20,539
-355
57
$613K 0.22%
+8,307
58
$608K 0.22%
12,778
+839
59
$603K 0.22%
3,125
+250
60
$584K 0.21%
+1,073
61
$563K 0.2%
3,929
-4,854
62
$561K 0.2%
7,333
+491
63
$548K 0.2%
1,935
-148
64
$547K 0.2%
+1,775
65
$545K 0.2%
15,197
+4,878
66
$537K 0.2%
1,717
+10
67
$508K 0.18%
1,066
+557
68
$506K 0.18%
10,609
-649
69
$503K 0.18%
10,171
-1,272
70
$499K 0.18%
3,074
-830
71
$492K 0.18%
+3,664
72
$491K 0.18%
+12,223
73
$467K 0.17%
2,389
-5,093
74
$464K 0.17%
8,455
-2,080
75
$453K 0.16%
13,392
-20
1 2
3
4 5