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
$274M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.26M
3
+$7.15M
4
UBER icon
Uber
UBER
+$5.35M
5
CRWD icon
CrowdStrike
CRWD
+$3.67M

Top Sells

1
+$3.59M
2
+$1.95M
3
+$1.88M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.43M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.32M

Sector Composition

1 Technology 30.79%
2 Financials 6.89%
3 Healthcare 6.53%
4 Communication Services 6.04%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$239K 0.09%
1,149
-3,076
127
$238K 0.09%
+782
128
$228K 0.08%
5,351
-49
129
$228K 0.08%
+1,480
130
$220K 0.08%
333
-558
131
$213K 0.08%
+5,383
132
$212K 0.08%
+4,221
133
$207K 0.08%
2,725
-1,150
134
$207K 0.08%
1,688
-627
135
$206K 0.08%
3,180
-315
136
$203K 0.07%
5,624
-1,123
137
$203K 0.07%
469
-1
138
$201K 0.07%
860
-494
139
$200K 0.07%
2,685
-1,032
140
$165K 0.06%
11,361
-355
141
$155K 0.06%
+12,000
142
$40K 0.01%
20,000
143
– –
-2,873
144
– –
-3,107
145
– –
-3,163
146
– –
-850
147
– –
-2,308
148
– –
-9,550
149
– –
-5,658
150
– –
-3,037
3 4 5
6
7