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
$245M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.27M
3
+$1.88M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.71M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.37M

Top Sells

1
+$348K
2
+$301K
3
+$266K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$240K
5
MDLZ icon
Mondelez International
MDLZ
+$226K

Sector Composition

1 Technology 27.89%
2 Financials 8.31%
3 Healthcare 8.19%
4 Communication Services 6.7%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$561K 0.23%
9,957
+559
77
$556K 0.23%
1,637
+57
78
$541K 0.22%
6,208
-69
79
$523K 0.21%
9,010
-3,309
80
$508K 0.21%
3,004
+75
81
$490K 0.2%
4,815
-541
82
$477K 0.19%
3,523
-33
83
$433K 0.18%
8,920
-130
84
$425K 0.17%
1,758
+6
85
$418K 0.17%
3,792
-138
86
$416K 0.17%
6,745
+88
87
$401K 0.16%
1,754
88
$396K 0.16%
4,068
+50
89
$384K 0.16%
3,897
-2,194
90
$348K 0.14%
4,075
91
$347K 0.14%
+1,559
92
$345K 0.14%
2,373
-11
93
$342K 0.14%
6,412
-115
94
$333K 0.14%
17,210
+260
95
$332K 0.14%
+1,650
96
$314K 0.13%
2,159
+25
97
$312K 0.13%
1,292
+9
98
$292K 0.12%
1,131
+75
99
$279K 0.11%
5,500
100
$272K 0.11%
2,602
-658
1 2 3
4
5