CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$507M
This Quarter Return
+16.77%
1 Year Return
+25.19%
3 Year Return
+88.16%
5 Year Return
–
10 Year Return
–
AUM
$507M
AUM Growth
+$507M
(+30%)
Cap. Flow
+$17.3M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
43.97%
Holding
213
New
33
Increased
96
Reduced
63
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.94M |
| 2 |
Clorox
CLX
|
$2.47M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.82M |
| 4 |
Custom Truck One Source
CTOS
|
$1.74M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$1.66M |
Top Sells
| 1 |
Dentsply Sirona
XRAY
|
$4.06M |
| 2 |
Estee Lauder
EL
|
$3.59M |
| 3 |
Qiagen
QGEN
|
$1.34M |
| 4 |
Uber
UBER
|
$893K |
| 5 |
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% |
