CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$507M
This Quarter Return
+10.46%
1 Year Return
+25.19%
3 Year Return
+88.16%
5 Year Return
–
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(+13%)
Cap. Flow
+$3.8M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
50.65%
Holding
146
New
10
Increased
39
Reduced
75
Closed
18
Top Buys
| 1 |
Custom Truck One Source
CTOS
|
$3.55M |
| 2 |
3M
MMM
|
$2.78M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$2.7M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.47M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.54M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$1.76M |
| 2 |
Microsoft
MSFT
|
$1.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.22M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$892K |
| 5 |
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% |
