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
$298M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.54M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M

Top Sells

1
+$2.83M
2
+$1.7M
3
+$1.68M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.16M
5
AMD icon
Advanced Micro Devices
AMD
+$1,000K

Sector Composition

1 Technology 24.22%
2 Industrials 9.44%
3 Communication Services 6.14%
4 Consumer Discretionary 6.13%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$899K 0.3%
5,816
-657
52
$700K 0.24%
14,623
+1,845
53
$690K 0.23%
+2,875
54
$679K 0.23%
19,278
-1,261
55
$670K 0.23%
3,722
-1,498
56
$670K 0.23%
1,225
+152
57
$655K 0.22%
11,777
-3,420
58
$644K 0.22%
4,522
+593
59
$643K 0.22%
14,558
+6,797
60
$642K 0.22%
5,059
-94
61
$636K 0.21%
9,057
+750
62
$630K 0.21%
839
+252
63
$605K 0.2%
39,424
-17,765
64
$604K 0.2%
7,962
-5,468
65
$581K 0.2%
1,730
+13
66
$569K 0.19%
1,136
+70
67
$563K 0.19%
2,064
+612
68
$560K 0.19%
1,907
-28
69
$555K 0.19%
11,751
+1,142
70
$552K 0.19%
28,188
+12,799
71
$534K 0.18%
4,170
+680
72
$532K 0.18%
+5,425
73
$525K 0.18%
+5,814
74
$520K 0.17%
14,681
+2,458
75
$498K 0.17%
+356
1 2
3
4 5