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
$248M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$3.56M
3
+$3.43M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.11M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.27M

Top Sells

1
+$2.6M
2
+$2.02M
3
+$1.41M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.3M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.02M

Sector Composition

1 Technology 27.13%
2 Industrials 7.83%
3 Communication Services 6.63%
4 Financials 6.55%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$278K 0.11%
852
-2,411
102
$277K 0.11%
3,631
+946
103
$276K 0.11%
10,762
-6,512
104
$267K 0.11%
6,635
+935
105
$267K 0.11%
2,009
106
$267K 0.11%
6,105
-3,005
107
$263K 0.11%
513
-267
108
$262K 0.11%
2,729
-67
109
$257K 0.1%
5,159
-4,614
110
$250K 0.1%
21,380
-10,112
111
$245K 0.1%
6,005
-7,099
112
$238K 0.1%
+2,840
113
$236K 0.1%
3,633
114
$223K 0.09%
1,580
-160
115
$222K 0.09%
798
+16
116
$222K 0.09%
1,131
-18
117
$221K 0.09%
472
+3
118
$217K 0.09%
+2,851
119
$215K 0.09%
5,351
120
$212K 0.09%
2,077
+389
121
$209K 0.08%
2,546
-171
122
$206K 0.08%
931
+71
123
$205K 0.08%
2,725
124
$203K 0.08%
22,149
-6,804
125
$158K 0.06%
12,000
2 3 4
5
6