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
$398M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.93M
3
+$2.19M
4
ASML icon
ASML
ASML
+$1.8M
5
NKE icon
Nike
NKE
+$1.69M

Top Sells

1
+$2.82M
2
+$1.66M
3
+$1.52M
4
MMM icon
3M
MMM
+$869K
5
PLTR icon
Palantir
PLTR
+$779K

Sector Composition

1 Technology 26.5%
2 Consumer Discretionary 8.26%
3 Industrials 7.49%
4 Communication Services 5.5%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$454K 0.11%
7,665
-1,057
102
$441K 0.11%
7,601
-3,331
103
$439K 0.11%
5,387
+317
104
$436K 0.11%
2,072
-73
105
$428K 0.11%
12,542
-500
106
$426K 0.11%
6,830
-69
107
$417K 0.1%
2,346
+1
108
$415K 0.1%
2,475
-272
109
$408K 0.1%
4,016
110
$382K 0.1%
360
+22
111
$379K 0.1%
1,405
112
$378K 0.09%
1,712
+64
113
$377K 0.09%
3,527
-183
114
$375K 0.09%
1,129
+43
115
$374K 0.09%
14,681
+3,811
116
$373K 0.09%
1,412
+32
117
$371K 0.09%
591
+60
118
$358K 0.09%
7,901
+2,196
119
$356K 0.09%
4,500
+105
120
$353K 0.09%
567
121
$352K 0.09%
2,431
-1,045
122
$347K 0.09%
+1,753
123
$346K 0.09%
7,038
+546
124
$335K 0.08%
2,183
+122
125
$334K 0.08%
4,400
3 4
5
6 7