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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.8M
3
+$8.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.64M
5
AMD icon
Advanced Micro Devices
AMD
+$7.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.16%
2 Financials 11.1%
3 Healthcare 8.51%
4 Consumer Discretionary 6.04%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.13%
+2,288
102
$227K 0.13%
+2,225
103
$225K 0.13%
+2,074
104
$220K 0.13%
+3,633
105
$218K 0.13%
+1,523
106
$216K 0.13%
+6,224
107
$210K 0.12%
+1,497
108
$210K 0.12%
+3,691
109
$208K 0.12%
+2,685
110
$206K 0.12%
+890
111
$203K 0.12%
+1,663
112
$133K 0.08%
+10,761
113
$88K 0.05%
+41,000
1 2 3 4
5