CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
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
+$1.83M
2
+$1.33M
3
+$1.32M
4
HR icon
Healthcare Realty
HR
+$1.19M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.11M

Top Sells

1
+$5.35M
2
+$2.23M
3
+$2.02M
4
XYZ
Block Inc
XYZ
+$1.75M
5
Y
Alleghany Corp
Y
+$1.69M

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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