CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$507M
1-Year Return
25.19%
This Quarter Return
+6.63%
1 Year Return
+25.19%
3 Year Return
+88.16%
5 Year Return
–
10 Year Return
–
AUM
$398M
AUM Growth
+$36.2M
(+10%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
5.15%
Top 10 Holdings %
Top 10 Hldgs %
42.17%
Holding
199
New
21
Increased
86
Reduced
57
Closed
22
Top Buys
| 1 |
Dentsply Sirona
XRAY
|
$3.49M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.93M |
| 3 |
Estee Lauder
EL
|
$2.19M |
| 4 |
ASML
ASML
|
$1.8M |
| 5 |
Nike
NKE
|
$1.69M |
Top Sells
| 1 |
Avantis US Equity ETF
AVUS
|
$2.82M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$1.66M |
| 3 |
Fidelity Total Bond ETF
FBND
|
$1.52M |
| 4 |
3M
MMM
|
$869K |
| 5 |
Palantir
PLTR
|
$779K |
Sector Composition
| 1 | Technology | 26.5% |
| 2 | Consumer Discretionary | 8.26% |
| 3 | Industrials | 7.49% |
| 4 | Communication Services | 5.5% |
| 5 | Financials | 4.3% |
