CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$507M
This Quarter Return
-4.68%
1 Year Return
+25.19%
3 Year Return
+88.16%
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(-5.5%)
Cap. Flow
+$21K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
53.37%
Holding
143
New
16
Increased
43
Reduced
58
Closed
19
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$12.3M |
| 2 |
Custom Truck One Source
CTOS
|
$1.96M |
| 3 |
Palo Alto Networks
PANW
|
$1.68M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$1.3M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$995K |
Top Sells
| 1 |
Apple
AAPL
|
$5.09M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.1M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.93M |
| 4 |
Y
Alleghany Corporation
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% |
