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
$507M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.47M
3
+$1.82M
4
CTOS icon
Custom Truck One Source
CTOS
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M

Top Sells

1
+$4.06M
2
+$3.59M
3
+$1.34M
4
UBER icon
Uber
UBER
+$893K
5
HOLX icon
Hologic
HOLX
+$711K

Sector Composition

1 Technology 29.37%
2 Consumer Discretionary 8.19%
3 Industrials 7.48%
4 Communication Services 5.99%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$568K 0.11%
5,584
102
$565K 0.11%
11,137
-1,831
103
$565K 0.11%
8,313
-8
104
$550K 0.11%
7,460
-3,045
105
$527K 0.1%
21,733
+7,142
106
$524K 0.1%
10,426
+497
107
$520K 0.1%
1,803
+282
108
$520K 0.1%
1,363
-89
109
$518K 0.1%
1,778
-123
110
$517K 0.1%
4,527
111
$514K 0.1%
4,613
-33
112
$488K 0.1%
10,218
-912
113
$484K 0.1%
8,472
+1,415
114
$482K 0.1%
2,625
+444
115
$470K 0.09%
+2,571
116
$468K 0.09%
2,482
+129
117
$455K 0.09%
1,052
+124
118
$432K 0.09%
4,144
+382
119
$421K 0.08%
1,072
+18
120
$417K 0.08%
1,585
+315
121
$408K 0.08%
11,009
122
$382K 0.08%
+1,264
123
$377K 0.07%
12,471
+349
124
$374K 0.07%
658
-15
125
$363K 0.07%
8,915
+449
3 4
5
6 7