CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$507M
This Quarter Return
-6.19%
1 Year Return
+25.19%
3 Year Return
+88.16%
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(-1.3%)
Cap. Flow
+$37.1M
Cap. Flow
% of AUM
13.52%
Top 10 Holdings %
Top 10 Hldgs %
43.56%
Holding
164
New
30
Increased
41
Reduced
64
Closed
22
Top Buys
| 1 |
Custom Truck One Source
CTOS
|
$7.61M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$7.26M |
| 3 |
Vanguard Growth ETF
VUG
|
$7.15M |
| 4 |
Uber
UBER
|
$5.35M |
| 5 |
CrowdStrike
CRWD
|
$3.67M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.59M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$1.95M |
| 3 |
iShares MSCI United Kingdom ETF
EWU
|
$1.88M |
| 4 |
iShares Core MSCI Europe ETF
IEUR
|
$1.43M |
| 5 |
iShares MSCI Mexico ETF
EWW
|
$1.32M |
Sector Composition
| 1 | Technology | 30.79% |
| 2 | Financials | 6.89% |
| 3 | Healthcare | 6.53% |
| 4 | Communication Services | 6.04% |
| 5 | Industrials | 4.29% |
