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
$239M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.69M
3
+$1.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.23M
5
TSLA icon
Tesla
TSLA
+$742K

Top Sells

1
+$4.29M
2
+$3.28M
3
+$2.41M
4
CRWD icon
CrowdStrike
CRWD
+$1.23M
5
HTO
H2O America
HTO
+$1.01M

Sector Composition

1 Technology 23.04%
2 Industrials 10.92%
3 Financials 6.01%
4 Communication Services 6%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$487K 0.2%
+8,678
77
$485K 0.2%
2,201
-241
78
$485K 0.2%
15,249
79
$483K 0.2%
19,092
-10,651
80
$466K 0.19%
7,654
81
$451K 0.19%
1,788
+35
82
$445K 0.19%
3,349
-1,948
83
$439K 0.18%
2,094
-395
84
$430K 0.18%
+5,011
85
$428K 0.18%
4,912
+1,014
86
$428K 0.18%
5,284
87
$427K 0.18%
10,912
-3,122
88
$427K 0.18%
+3,060
89
$411K 0.17%
34,336
+5,306
90
$406K 0.17%
1,527
+82
91
$398K 0.17%
3,147
+307
92
$397K 0.17%
+7,890
93
$392K 0.16%
+6,204
94
$391K 0.16%
+1,847
95
$386K 0.16%
2,527
-19
96
$382K 0.16%
1,769
+10
97
$373K 0.16%
14,144
-3,085
98
$373K 0.16%
+6,570
99
$360K 0.15%
4,618
-12,927
100
$359K 0.15%
+4,562
2 3
4
5 6