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
$298M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.54M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M

Top Sells

1
+$2.83M
2
+$1.7M
3
+$1.68M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.16M
5
AMD icon
Advanced Micro Devices
AMD
+$1,000K

Sector Composition

1 Technology 24.22%
2 Industrials 9.44%
3 Communication Services 6.14%
4 Consumer Discretionary 6.13%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$295K 0.1%
4,246
+467
102
$293K 0.1%
2,470
-71
103
$291K 0.1%
8,807
-22,349
104
$282K 0.09%
+459
105
$280K 0.09%
+1,791
106
$280K 0.09%
562
-121
107
$280K 0.09%
1,644
+445
108
$277K 0.09%
1,884
-295
109
$277K 0.09%
3,535
110
$276K 0.09%
6,941
-3,192
111
$274K 0.09%
+6,123
112
$272K 0.09%
2,172
+290
113
$269K 0.09%
568
+9
114
$269K 0.09%
+4,938
115
$267K 0.09%
774
+337
116
$267K 0.09%
+5,120
117
$265K 0.09%
+2,298
118
$265K 0.09%
+10,085
119
$263K 0.09%
+582
120
$261K 0.09%
+3,570
121
$254K 0.09%
1,005
122
$246K 0.08%
+891
123
$241K 0.08%
+10,355
124
$240K 0.08%
+4,512
125
$240K 0.08%
+3,000
3 4
5
6 7