CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$507M
This Quarter Return
+3.39%
1 Year Return
+25.19%
3 Year Return
+88.16%
5 Year Return
–
10 Year Return
–
AUM
$323M
AUM Growth
+$323M
(+8.7%)
Cap. Flow
+$8.95M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
45.49%
Holding
166
New
20
Increased
71
Reduced
48
Closed
16
Top Buys
| 1 |
NVIDIA
NVDA
|
$5.7M |
| 2 |
CrowdStrike
CRWD
|
$1.4M |
| 3 |
Clorox
CLX
|
$1.26M |
| 4 |
Mercado Libre
MELI
|
$865K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$745K |
Top Sells
| 1 |
3M
MMM
|
$2.69M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$1.32M |
| 3 |
Kimberly-Clark
KMB
|
$1M |
| 4 |
Charles Schwab
SCHW
|
$988K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$966K |
Sector Composition
| 1 | Technology | 24.34% |
| 2 | Industrials | 8.57% |
| 3 | Consumer Discretionary | 6.37% |
| 4 | Communication Services | 5.77% |
| 5 | Financials | 4.49% |
