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
$274M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.26M
3
+$7.15M
4
UBER icon
Uber
UBER
+$5.35M
5
CRWD icon
CrowdStrike
CRWD
+$3.67M

Top Sells

1
+$3.59M
2
+$1.95M
3
+$1.88M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.43M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.32M

Sector Composition

1 Technology 30.79%
2 Financials 6.89%
3 Healthcare 6.53%
4 Communication Services 6.04%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$410K 0.15%
10,635
+175
102
$405K 0.15%
1,740
-7
103
$390K 0.14%
780
+376
104
$386K 0.14%
+2,664
105
$386K 0.14%
6,640
-2,820
106
$370K 0.13%
1,547
+60
107
$368K 0.13%
1,746
-12
108
$361K 0.13%
2,416
-60
109
$360K 0.13%
2,303
-1,453
110
$345K 0.13%
1,451
-1,222
111
$344K 0.13%
+3,702
112
$340K 0.12%
1,385
+41
113
$329K 0.12%
4,493
-1,955
114
$315K 0.11%
1,650
115
$294K 0.11%
1,410
-439
116
$290K 0.11%
+22,982
117
$286K 0.1%
6,061
-22,886
118
$269K 0.1%
2,009
119
$268K 0.1%
+5,700
120
$267K 0.1%
+2,796
121
$255K 0.09%
2,477
-111
122
$247K 0.09%
3,633
123
$247K 0.09%
+2,717
124
$240K 0.09%
2,110
-487
125
$239K 0.09%
1,121
-14
3 4
5
6 7