CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.01M
3
+$2.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.93M

Top Sells

1
+$2.31M
2
+$1.24M
3
+$834K
4
XRAY icon
Dentsply Sirona
XRAY
+$759K
5
NVST icon
Envista
NVST
+$698K

Sector Composition

1 Technology 26.91%
2 Consumer Discretionary 7.91%
3 Industrials 6.55%
4 Communication Services 5.69%
5 Financials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$514K 0.13%
9,195
+5,056
102
$503K 0.13%
4,646
+182
103
$477K 0.12%
12,939
+397
104
$475K 0.12%
5,584
105
$459K 0.12%
2,731
+256
106
$458K 0.12%
8,321
+656
107
$444K 0.11%
9,212
-2,710
108
$424K 0.11%
1,452
+8
109
$423K 0.11%
3,762
-1,696
110
$419K 0.11%
15,088
+407
111
$416K 0.11%
713
+122
112
$413K 0.11%
966
-255
113
$409K 0.11%
2,353
+7
114
$409K 0.11%
1,583
-129
115
$400K 0.1%
4,527
+511
116
$385K 0.1%
2,510
+710
117
$380K 0.1%
7,057
-544
118
$375K 0.1%
1,521
+109
119
$375K 0.1%
6,545
-2,886
120
$371K 0.1%
+9,929
121
$365K 0.09%
1,901
+522
122
$361K 0.09%
+1,720
123
$355K 0.09%
14,591
+2,640
124
$342K 0.09%
1,409
+4
125
$340K 0.09%
+11,009
3 4
5
6 7