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
$398M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.93M
3
+$2.19M
4
ASML icon
ASML
ASML
+$1.8M
5
NKE icon
Nike
NKE
+$1.69M

Top Sells

1
+$2.82M
2
+$1.66M
3
+$1.52M
4
MMM icon
3M
MMM
+$869K
5
PLTR icon
Palantir
PLTR
+$779K

Sector Composition

1 Technology 26.5%
2 Consumer Discretionary 8.26%
3 Industrials 7.49%
4 Communication Services 5.5%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$705K 0.18%
1,202
77
$700K 0.18%
2,915
+1,766
78
$698K 0.18%
36,182
-13,057
79
$694K 0.17%
5,458
+1,642
80
$691K 0.17%
2,384
-2
81
$684K 0.17%
2,164
+68
82
$681K 0.17%
4,090
+396
83
$669K 0.17%
1,859
+78
84
$652K 0.16%
11,922
-7,894
85
$642K 0.16%
20,060
-7,776
86
$636K 0.16%
1,207
+95
87
$620K 0.16%
3,137
+3
88
$618K 0.16%
1,221
+3
89
$616K 0.15%
14,009
-117
90
$607K 0.15%
12,816
+1,243
91
$605K 0.15%
7,828
-30
92
$594K 0.15%
3,658
-1,530
93
$539K 0.14%
34,500
+11,929
94
$538K 0.14%
6,623
95
$537K 0.13%
5,584
96
$504K 0.13%
566
+66
97
$496K 0.12%
1,444
-57
98
$489K 0.12%
9,431
-884
99
$480K 0.12%
4,464
+173
100
$471K 0.12%
904
-5
2 3
4
5 6