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
$278M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.28M
3
+$1.76M
4
ADBE icon
Adobe
ADBE
+$1.51M
5
KMB icon
Kimberly-Clark
KMB
+$1.47M

Top Sells

1
+$2.16M
2
+$2.11M
3
+$1.87M
4
BABA icon
Alibaba
BABA
+$1.83M
5
ICUI icon
ICU Medical
ICUI
+$973K

Sector Composition

1 Technology 29.96%
2 Financials 8.17%
3 Communication Services 6.79%
4 Healthcare 6.65%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$389K 0.14%
2,873
+646
102
$386K 0.14%
2,315
-58
103
$369K 0.13%
3,107
-15,391
104
$365K 0.13%
1,650
105
$360K 0.13%
1,344
+52
106
$348K 0.13%
2,009
-150
107
$335K 0.12%
17,214
+4
108
$328K 0.12%
3,875
-200
109
$319K 0.11%
6,191
-221
110
$315K 0.11%
+1,306
111
$304K 0.11%
2,597
-5
112
$297K 0.11%
5,304
-314
113
$288K 0.1%
2,822
-1,075
114
$282K 0.1%
1,354
115
$269K 0.1%
3,037
116
$268K 0.1%
2,588
+504
117
$264K 0.1%
5,400
+546
118
$251K 0.09%
6,747
-125
119
$248K 0.09%
2,308
120
$243K 0.09%
11,716
+355
121
$242K 0.09%
3,633
122
$238K 0.09%
1,581
-7
123
$235K 0.08%
+1,135
124
$232K 0.08%
+3,495
125
$218K 0.08%
+470
2 3 4
5
6