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
$239M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.69M
3
+$1.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.23M
5
TSLA icon
Tesla
TSLA
+$742K

Top Sells

1
+$4.29M
2
+$3.28M
3
+$2.41M
4
CRWD icon
CrowdStrike
CRWD
+$1.23M
5
HTO
H2O America
HTO
+$1.01M

Sector Composition

1 Technology 23.04%
2 Industrials 10.92%
3 Financials 6.01%
4 Communication Services 6%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$358K 0.15%
9,068
-1,288
102
$353K 0.15%
3,359
+85
103
$349K 0.15%
+8,742
104
$344K 0.14%
7,896
+15
105
$342K 0.14%
3,093
+645
106
$323K 0.14%
679
+31
107
$323K 0.14%
5,630
+800
108
$311K 0.13%
3,244
+201
109
$304K 0.13%
633
+192
110
$296K 0.12%
+1,644
111
$294K 0.12%
1,603
-27
112
$293K 0.12%
2,019
+10
113
$291K 0.12%
+789
114
$291K 0.12%
1,987
+366
115
$287K 0.12%
+6,382
116
$286K 0.12%
1,605
117
$282K 0.12%
2,573
+76
118
$280K 0.12%
2,728
+182
119
$261K 0.11%
+3,014
120
$260K 0.11%
+2,336
121
$258K 0.11%
+10,991
122
$258K 0.11%
1,370
123
$251K 0.11%
+2,228
124
$250K 0.1%
+5,174
125
$250K 0.1%
+1,408
3 4
5
6 7