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
$248M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$9M
2
+$3.56M
3
+$3.43M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.11M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.27M

Top Sells

1
+$2.6M
2
+$2.02M
3
+$1.41M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.3M
5
ZBH icon
Zimmer Biomet
ZBH
+$1.02M

Sector Composition

1 Technology 27.13%
2 Industrials 7.83%
3 Communication Services 6.63%
4 Financials 6.55%
5 Healthcare 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$137K 0.06%
12,301
+940
127
$30K 0.01%
20,000
128
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