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
$248M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$3.56M
3
+$3.43M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.11M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.27M

Top Sells

1
+$2.6M
2
+$2.02M
3
+$1.41M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.3M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.02M

Sector Composition

1 Technology 27.13%
2 Industrials 7.83%
3 Communication Services 6.63%
4 Financials 6.55%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.19%
8,304
-312
77
$469K 0.19%
32,924
+9,942
78
$464K 0.19%
6,790
+930
79
$440K 0.18%
15,249
80
$429K 0.17%
1,911
+444
81
$426K 0.17%
+6,585
82
$423K 0.17%
5,284
83
$411K 0.17%
4,506
-1,692
84
$410K 0.17%
2,357
-778
85
$405K 0.16%
3,859
-9,752
86
$381K 0.15%
4,179
-118
87
$374K 0.15%
1,589
+42
88
$372K 0.15%
8,412
-228
89
$369K 0.15%
2,481
+65
90
$353K 0.14%
1,752
+6
91
$342K 0.14%
1,739
+329
92
$338K 0.14%
923
-404
93
$335K 0.13%
2,331
+28
94
$331K 0.13%
4,731
+238
95
$318K 0.13%
5,625
-4,100
96
$309K 0.12%
2,421
-2,550
97
$307K 0.12%
1,244
-141
98
$306K 0.12%
1,538
+87
99
$284K 0.11%
1,650
100
$279K 0.11%
2,039
-1,940
2 3
4
5 6