CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.47M
3
+$1.82M
4
CTOS icon
Custom Truck One Source
CTOS
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M

Top Sells

1
+$4.06M
2
+$3.59M
3
+$1.34M
4
UBER icon
Uber
UBER
+$893K
5
HOLX icon
Hologic
HOLX
+$711K

Sector Composition

1 Technology 29.37%
2 Consumer Discretionary 8.19%
3 Industrials 7.48%
4 Communication Services 5.99%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$889K 0.18%
3,661
+219
77
$872K 0.17%
6,877
+2,343
78
$867K 0.17%
19,556
+656
79
$856K 0.17%
15,198
+5,986
80
$842K 0.17%
4,512
-1,122
81
$751K 0.15%
15,662
+306
82
$749K 0.15%
1,869
83
$748K 0.15%
3,795
+1,285
84
$745K 0.15%
57,885
-4,611
85
$727K 0.14%
11,522
+4,977
86
$690K 0.14%
13,535
-10,654
87
$687K 0.14%
1,933
-389
88
$682K 0.13%
5,086
-1,400
89
$676K 0.13%
1,394
+878
90
$667K 0.13%
5,136
-4,694
91
$662K 0.13%
13,735
-137
92
$661K 0.13%
3,979
+710
93
$660K 0.13%
10,270
+145
94
$632K 0.12%
15,565
+2,626
95
$630K 0.12%
+25,651
96
$622K 0.12%
18,763
+9,825
97
$620K 0.12%
21,663
-5,053
98
$590K 0.12%
7,532
99
$589K 0.12%
738
+25
100
$576K 0.11%
6,623
2 3
4
5 6