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
$238M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.66M
3
+$2.42M
4
SCHW icon
Charles Schwab
SCHW
+$2.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.99M

Top Sells

1
+$5.12M
2
+$4.19M
3
+$4.1M
4
CTOS icon
Custom Truck One Source
CTOS
+$2.18M
5
AAPL icon
Apple
AAPL
+$2.02M

Sector Composition

1 Technology 23.12%
2 Industrials 9.44%
3 Financials 6.55%
4 Communication Services 6.5%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$446K 0.19%
6,471
-861
77
$445K 0.19%
3,818
-1,289
78
$444K 0.19%
9,334
-1,578
79
$429K 0.18%
+13,785
80
$423K 0.18%
2,247
-5,378
81
$411K 0.17%
36,639
+2,303
82
$411K 0.17%
4,913
-1,869
83
$406K 0.17%
+7,039
84
$404K 0.17%
13,380
-44,407
85
$392K 0.16%
3,109
-3,413
86
$389K 0.16%
4,091
+1,077
87
$386K 0.16%
7,860
+2,686
88
$383K 0.16%
8,267
+1,885
89
$378K 0.16%
4,728
-556
90
$365K 0.15%
13,329
-815
91
$364K 0.15%
+964
92
$363K 0.15%
2,442
-85
93
$361K 0.15%
5,634
-2,020
94
$359K 0.15%
+3,390
95
$359K 0.15%
5,750
-1,000
96
$353K 0.15%
951
-537
97
$340K 0.14%
1,763
-6
98
$336K 0.14%
2,879
-214
99
$331K 0.14%
1,361
-781
100
$328K 0.14%
8,778
-290
2 3
4
5 6