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
$238M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.66M
3
+$2.42M
4
SCHW icon
Charles Schwab
SCHW
+$2.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.99M

Top Sells

1
+$5.12M
2
+$4.19M
3
+$4.1M
4
CTOS icon
Custom Truck One Source
CTOS
+$2.18M
5
AAPL icon
Apple
AAPL
+$2.02M

Sector Composition

1 Technology 23.12%
2 Industrials 9.44%
3 Financials 6.55%
4 Communication Services 6.5%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.13%
2,554
-593
102
$319K 0.13%
1,542
-102
103
$310K 0.13%
1,635
+461
104
$308K 0.13%
1,497
-597
105
$306K 0.13%
5,613
-20,597
106
$306K 0.13%
1,615
+12
107
$303K 0.13%
+7,186
108
$302K 0.13%
1,605
109
$301K 0.13%
805
+16
110
$292K 0.12%
4,720
-910
111
$290K 0.12%
2,575
-784
112
$286K 0.12%
2,621
+285
113
$284K 0.12%
2,013
-6
114
$283K 0.12%
4,485
-22,071
115
$281K 0.12%
2,832
-412
116
$273K 0.11%
1,370
117
$266K 0.11%
2,313
+92
118
$262K 0.11%
3,082
-1,929
119
$260K 0.11%
1,663
-324
120
$257K 0.11%
+474
121
$253K 0.11%
1,894
-1,166
122
$249K 0.1%
638
+11
123
$244K 0.1%
886
+135
124
$239K 0.1%
+1,867
125
$233K 0.1%
+8,403
3 4
5
6 7