CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$507M
This Quarter Return
+12.09%
1 Year Return
+25.19%
3 Year Return
+88.16%
5 Year Return
–
10 Year Return
–
AUM
$238M
AUM Growth
+$238M
(-0.47%)
Cap. Flow
-$20.2M
Cap. Flow
% of AUM
-8.48%
Top 10 Holdings %
Top 10 Hldgs %
50.57%
Holding
162
New
17
Increased
38
Reduced
75
Closed
26
Top Buys
| 1 |
Avantis International Equity ETF
AVDE
|
$5.31M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$4.66M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$2.42M |
| 4 |
Charles Schwab
SCHW
|
$2.4M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.99M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.12M |
| 2 |
Vanguard Growth ETF
VUG
|
$4.19M |
| 3 |
Microsoft
MSFT
|
$4.1M |
| 4 |
Custom Truck One Source
CTOS
|
$2.18M |
| 5 |
Apple
AAPL
|
$2.02M |
Sector Composition
| 1 | Technology | 23.12% |
| 2 | Industrials | 9.44% |
| 3 | Financials | 6.55% |
| 4 | Communication Services | 6.5% |
| 5 | Healthcare | 5.68% |
