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
$298M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.54M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M

Top Sells

1
+$2.83M
2
+$1.7M
3
+$1.68M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.16M
5
AMD icon
Advanced Micro Devices
AMD
+$1,000K

Sector Composition

1 Technology 24.22%
2 Industrials 9.44%
3 Communication Services 6.14%
4 Consumer Discretionary 6.13%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$493K 0.17%
+8,871
77
$484K 0.16%
4,600
+2,350
78
$479K 0.16%
9,576
-595
79
$458K 0.15%
13,392
80
$456K 0.15%
3,252
-1,692
81
$439K 0.15%
3,159
-10
82
$432K 0.15%
5,584
83
$426K 0.14%
8,104
+1,847
84
$415K 0.14%
867
+72
85
$415K 0.14%
1,501
+5
86
$410K 0.14%
+7,932
87
$403K 0.14%
1,210
+171
88
$389K 0.13%
8,131
+28
89
$387K 0.13%
+4,222
90
$386K 0.13%
1,429
-16
91
$379K 0.13%
+13,229
92
$376K 0.13%
2,596
-478
93
$373K 0.13%
811
+172
94
$370K 0.12%
3,121
-456
95
$350K 0.12%
30,633
-11,114
96
$329K 0.11%
5,955
+20
97
$328K 0.11%
1,429
-76
98
$328K 0.11%
4,016
99
$320K 0.11%
3,200
-120
100
$297K 0.1%
5,000
2 3
4
5 6