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
$235M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.3M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$951K
5
HR icon
Healthcare Realty
HR
+$924K

Top Sells

1
+$5.09M
2
+$2.1M
3
+$1.93M
4
Y
Alleghany Corp
Y
+$1.69M
5
XYZ
Block Inc
XYZ
+$1.47M

Sector Composition

1 Technology 25.17%
2 Industrials 10.59%
3 Communication Services 6.71%
4 Healthcare 5.99%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.2%
17,229
-7,116
77
$459K 0.2%
7,547
-761
78
$420K 0.18%
15,249
79
$408K 0.17%
14,034
-1,096
80
$407K 0.17%
1,270
+347
81
$401K 0.17%
1,753
+215
82
$397K 0.17%
5,284
83
$379K 0.16%
+10,356
84
$371K 0.16%
1,445
+201
85
$356K 0.15%
1,749
+10
86
$354K 0.15%
2,546
+65
87
$352K 0.15%
648
+135
88
$347K 0.15%
1,759
+7
89
$340K 0.14%
5,710
-24,666
90
$340K 0.14%
+3,433
91
$333K 0.14%
2,489
+450
92
$316K 0.13%
3,898
-281
93
$300K 0.13%
7,881
-531
94
$288K 0.12%
2,009
95
$281K 0.12%
3,274
-357
96
$281K 0.12%
5,543
-2,658
97
$280K 0.12%
1,605
-45
98
$275K 0.12%
3,043
+314
99
$273K 0.12%
1,630
-727
100
$268K 0.11%
+6,960
2 3
4
5 6