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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.76M
4
ADBE icon
Adobe
ADBE
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.47M

Top Sells

1
+$2.16M
2
+$2.11M
3
+$1.87M
4
BABA icon
Alibaba
BABA
+$1.83M
5
ICUI icon
ICU Medical
ICUI
+$973K

Sector Composition

1 Technology 29.96%
2 Financials 8.17%
3 Communication Services 6.79%
4 Healthcare 6.65%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$662K 0.24%
8,807
77
$661K 0.24%
3,695
+294
78
$640K 0.23%
1,634
-324
79
$629K 0.23%
9,460
+540
80
$623K 0.22%
11,545
+1,588
81
$623K 0.22%
+19,667
82
$614K 0.22%
3,756
-259
83
$582K 0.21%
+2,595
84
$576K 0.21%
4,969
+154
85
$573K 0.21%
15,699
86
$570K 0.21%
3,681
-100
87
$563K 0.2%
891
-75
88
$562K 0.2%
6,448
+240
89
$551K 0.2%
1,637
90
$542K 0.2%
+10,460
91
$531K 0.19%
5,721
-574
92
$474K 0.17%
1,758
93
$468K 0.17%
2,476
-528
94
$439K 0.16%
+6,105
95
$438K 0.16%
4,461
+393
96
$435K 0.16%
3,717
-75
97
$404K 0.15%
1,747
-7
98
$401K 0.14%
1,849
+290
99
$397K 0.14%
1,128
-3
100
$396K 0.14%
1,487
+587
2 3
4
5 6