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
$235M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.3M
3
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$951K
5
HR icon
Healthcare Realty
HR
+$924K

Top Sells

1
+$5.09M
2
+$2.1M
3
+$1.93M
4
Y
Alleghany Corp
Y
+$1.69M
5
XYZ
Block Inc
XYZ
+$1.47M

Sector Composition

1 Technology 25.17%
2 Industrials 10.59%
3 Communication Services 6.71%
4 Healthcare 5.99%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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143
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