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
$275M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.63M
3
+$1.54M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.05M
5
CTOS icon
Custom Truck One Source
CTOS
+$974K

Top Sells

1
+$3.37M
2
+$1.98M
3
+$1.96M
4
UBER icon
Uber
UBER
+$1.08M
5
MSFT icon
Microsoft
MSFT
+$1.02M

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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127
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128
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-4,812
129
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-7,829
130
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-19,433
131
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-1,522
132
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-12,969
133
– –
-13,367
134
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-26,230
135
– –
-6,987
136
– –
-1,183
2 3 4 5
6