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
$269M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.78M
3
+$2.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.47M
5
BND icon
Vanguard Total Bond Market
BND
+$1.54M

Top Sells

1
+$1.76M
2
+$1.6M
3
+$1.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$892K
5
AMD icon
Advanced Micro Devices
AMD
+$844K

Sector Composition

1 Technology 23.75%
2 Industrials 11.1%
3 Financials 6.34%
4 Communication Services 5.67%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433K 0.16%
8,601
+741
77
$429K 0.16%
2,418
+803
78
$414K 0.15%
+7,827
79
$409K 0.15%
4,722
-1,454
80
$407K 0.15%
5,634
81
$394K 0.15%
1,035
+71
82
$384K 0.14%
1,182
-556
83
$375K 0.14%
2,502
-607
84
$374K 0.14%
1,556
-542
85
$374K 0.14%
7,740
+554
86
$371K 0.14%
3,772
-1,141
87
$370K 0.14%
728
-187
88
$362K 0.13%
4,020
-700
89
$360K 0.13%
2,440
-2
90
$357K 0.13%
1,496
-46
91
$336K 0.12%
8,044
-734
92
$333K 0.12%
1,772
+9
93
$331K 0.12%
5,000
-1,805
94
$323K 0.12%
1,555
-50
95
$312K 0.12%
4,709
-4,625
96
$311K 0.12%
5,000
-750
97
$309K 0.11%
3,915
-813
98
$309K 0.11%
1,430
-67
99
$307K 0.11%
2,266
+399
100
$304K 0.11%
1,593
-42
2 3
4
5 6