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
$223M
AUM Growth
+$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.53M
3
+$3.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.56M
5
AMD icon
Advanced Micro Devices
AMD
+$2.49M

Top Sells

1
+$1.23M
2
+$1.07M
3
+$347K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$276K
5
VLY icon
Valley National Bancorp
VLY
+$247K

Sector Composition

1 Technology 28.36%
2 Financials 8.86%
3 Healthcare 8.79%
4 Communication Services 6.17%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$520K 0.23%
2,992
+914
77
$489K 0.22%
6,277
+609
78
$489K 0.22%
3,556
+1,117
79
$470K 0.21%
3,485
+112
80
$451K 0.2%
2,929
+15
81
$439K 0.2%
3,930
+329
82
$432K 0.19%
9,050
+1,480
83
$424K 0.19%
1,754
+79
84
$415K 0.19%
1,752
+6
85
$414K 0.19%
3,442
-50
86
$398K 0.18%
6,657
+713
87
$380K 0.17%
3,260
+120
88
$368K 0.17%
4,018
+663
89
$368K 0.17%
2,384
+378
90
$366K 0.16%
6,527
+1,365
91
$350K 0.16%
4,075
-74
92
$334K 0.15%
16,950
+84
93
$313K 0.14%
+1,305
94
$303K 0.14%
2,687
+613
95
$301K 0.14%
2,032
+509
96
$296K 0.13%
1,283
+193
97
$286K 0.13%
6,992
+245
98
$282K 0.13%
2,134
99
$279K 0.13%
5,500
-5,439
100
$277K 0.12%
2,228
+565
1 2 3
4
5