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
$269M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.78M
3
+$2.7M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.47M
5
BND icon
Vanguard Total Bond Market
BND
+$1.54M

Top Sells

1
+$1.76M
2
+$1.6M
3
+$1.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$892K
5
AMD icon
Advanced Micro Devices
AMD
+$844K

Sector Composition

1 Technology 23.75%
2 Industrials 11.1%
3 Financials 6.34%
4 Communication Services 5.67%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$165K 0.06%
11,788
-165
127
$77.4K 0.03%
20,000
128
$35K 0.01%
19,000
+4,000
129
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130
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131
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-9,747
132
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-13,380
133
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134
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135
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136
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138
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139
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141
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142
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