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
$298M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.54M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M

Top Sells

1
+$2.83M
2
+$1.7M
3
+$1.68M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.16M
5
AMD icon
Advanced Micro Devices
AMD
+$1,000K

Sector Composition

1 Technology 24.22%
2 Industrials 9.44%
3 Communication Services 6.14%
4 Consumer Discretionary 6.13%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$240K 0.08%
+3,316
127
$236K 0.08%
1,890
-88
128
$235K 0.08%
+3,141
129
$235K 0.08%
+4,467
130
$233K 0.08%
+1,484
131
$232K 0.08%
+2,055
132
$231K 0.08%
2,292
+181
133
$228K 0.08%
+3,603
134
$227K 0.08%
+4,010
135
$226K 0.08%
+946
136
$217K 0.07%
+8,587
137
$215K 0.07%
1,267
-81
138
$213K 0.07%
+347
139
$210K 0.07%
4,333
-1,532
140
$209K 0.07%
+666
141
$208K 0.07%
1,326
-183
142
$204K 0.07%
+480
143
$193K 0.06%
+10,146
144
$150K 0.05%
12,431
+985
145
$124K 0.04%
21,748
+1,748
146
$31.7K 0.01%
19,000
147
– –
-1,273
148
– –
-18,578
149
– –
-23,124
150
– –
-8,455
3 4 5
6
7