CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.52M
3
+$1.46M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$970K
5
CTOS icon
Custom Truck One Source
CTOS
+$920K

Top Sells

1
+$3.15M
2
+$1.84M
3
+$1.83M
4
GMED icon
Globus Medical
GMED
+$997K
5
MDT icon
Medtronic
MDT
+$943K

Sector Composition

1 Technology 24.23%
2 Industrials 11.17%
3 Financials 5.84%
4 Communication Services 5.69%
5 Consumer Discretionary 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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130
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131
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132
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-12,969
133
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134
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-26,230
135
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-6,987
136
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-1,183
2 3 4 5
6