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
$239M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.69M
3
+$1.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.23M
5
TSLA icon
Tesla
TSLA
+$742K

Top Sells

1
+$4.29M
2
+$3.28M
3
+$2.41M
4
CRWD icon
CrowdStrike
CRWD
+$1.23M
5
HTO
H2O America
HTO
+$1.01M

Sector Composition

1 Technology 23.04%
2 Industrials 10.92%
3 Financials 6.01%
4 Communication Services 6%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.1%
3,440
-2,270
127
$248K 0.1%
3,542
-372
128
$242K 0.1%
+2,221
129
$233K 0.1%
4,202
-9
130
$228K 0.1%
3,965
-1,288
131
$225K 0.09%
677
-100
132
$223K 0.09%
943
+27
133
$221K 0.09%
+627
134
$219K 0.09%
1,791
-231
135
$218K 0.09%
+4,035
136
$218K 0.09%
+5,351
137
$216K 0.09%
3,303
-3
138
$216K 0.09%
+6,014
139
$209K 0.09%
+751
140
$207K 0.09%
+2,794
141
$201K 0.08%
+1,174
142
$201K 0.08%
14,497
-3,443
143
$169K 0.07%
13,626
+615
144
$29.6K 0.01%
20,000
145
$10.7K ﹤0.01%
+15,000
146
– –
-762
147
– –
-1,452
148
– –
-1,717
149
– –
-2,237
150
– –
-4,145
3 4 5
6
7