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
$274M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.26M
3
+$7.15M
4
UBER icon
Uber
UBER
+$5.35M
5
CRWD icon
CrowdStrike
CRWD
+$3.67M

Top Sells

1
+$3.59M
2
+$1.95M
3
+$1.88M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.43M
5
EWW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$639K 0.23%
7,048
-8,078
77
$631K 0.23%
+11,522
78
$627K 0.23%
3,135
-2,882
79
$623K 0.23%
2,977
+1,671
80
$612K 0.22%
+24,006
81
$611K 0.22%
3,979
-783
82
$589K 0.21%
13,104
-12,250
83
$579K 0.21%
8,616
84
$557K 0.2%
9,725
+3,620
85
$541K 0.2%
1,327
-1,340
86
$536K 0.2%
3,193
-502
87
$530K 0.19%
+28,953
88
$524K 0.19%
11,993
-5,651
89
$496K 0.18%
9,773
-2,772
90
$493K 0.18%
+8,130
91
$489K 0.18%
15,249
-450
92
$475K 0.17%
+31,492
93
$457K 0.17%
+3,832
94
$455K 0.17%
17,274
-12,042
95
$453K 0.17%
+5,860
96
$445K 0.16%
1,467
+339
97
$441K 0.16%
4,297
-672
98
$430K 0.16%
5,284
-437
99
$419K 0.15%
8,640
-2,905
100
$415K 0.15%
5,969
-5,292
2 3
4
5 6