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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.8M
3
+$8.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.64M
5
AMD icon
Advanced Micro Devices
AMD
+$7.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.16%
2 Financials 11.1%
3 Healthcare 8.51%
4 Consumer Discretionary 6.04%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.22%
+5,944
77
$366K 0.21%
+7,570
78
$352K 0.21%
+4,149
79
$350K 0.2%
+2,078
80
$347K 0.2%
+5,713
81
$345K 0.2%
+3,660
82
$344K 0.2%
+1,675
83
$338K 0.2%
+5,162
84
$330K 0.19%
+5,864
85
$327K 0.19%
+3,140
86
$326K 0.19%
+2,439
87
$325K 0.19%
+16,866
88
$304K 0.18%
+6,747
89
$275K 0.16%
+2,134
90
$274K 0.16%
+2,006
91
$269K 0.16%
+3,355
92
$258K 0.15%
+4,854
93
$254K 0.15%
+7,935
94
$252K 0.15%
+1,090
95
$251K 0.15%
+805
96
$247K 0.14%
+17,700
97
$243K 0.14%
+845
98
$242K 0.14%
+4,674
99
$232K 0.14%
+2,887
100
$230K 0.13%
+1,242
1 2 3
4
5