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
$398M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.93M
3
+$2.19M
4
ASML icon
ASML
ASML
+$1.8M
5
NKE icon
Nike
NKE
+$1.69M

Top Sells

1
+$2.82M
2
+$1.66M
3
+$1.52M
4
MMM icon
3M
MMM
+$869K
5
PLTR icon
Palantir
PLTR
+$779K

Sector Composition

1 Technology 26.5%
2 Consumer Discretionary 8.26%
3 Industrials 7.49%
4 Communication Services 5.5%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.33%
30,389
+4,356
52
$1.29M 0.32%
18,606
-1,091
53
$1.25M 0.31%
27,648
-33,397
54
$1.17M 0.29%
1,512
+96
55
$1.14M 0.29%
4,063
+292
56
$1.1M 0.28%
+21,548
57
$1.07M 0.27%
9,596
+638
58
$1.06M 0.27%
29,587
-2,004
59
$1.03M 0.26%
+37,543
60
$1.03M 0.26%
21,469
+3,175
61
$1.02M 0.26%
+13,449
62
$1.01M 0.25%
20,427
+6,279
63
$999K 0.25%
15,673
+7,666
64
$996K 0.25%
9,367
-485
65
$964K 0.24%
18,461
+5,334
66
$902K 0.23%
13,654
-971
67
$887K 0.22%
+26,937
68
$886K 0.22%
8,583
-7,349
69
$826K 0.21%
6,244
-335
70
$823K 0.21%
7,753
-932
71
$817K 0.21%
2,101
+139
72
$797K 0.2%
7,950
+5,250
73
$745K 0.19%
10,070
-1,352
74
$744K 0.19%
7,686
+478
75
$714K 0.18%
7,028
+1,947
1 2
3
4 5