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
$398M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.93M
3
+$2.19M
4
ASML icon
ASML
ASML
+$1.8M
5
NKE icon
Nike
NKE
+$1.69M

Top Sells

1
+$2.82M
2
+$1.66M
3
+$1.52M
4
MMM icon
3M
MMM
+$869K
5
PLTR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$334K 0.08%
1,379
+266
127
$331K 0.08%
913
+86
128
$317K 0.08%
+17,155
129
$307K 0.08%
4,287
+184
130
$306K 0.08%
11,951
+2,158
131
$294K 0.07%
2,027
-1,030
132
$293K 0.07%
5,521
-3,414
133
$287K 0.07%
859
+21
134
$281K 0.07%
8,466
-175
135
$278K 0.07%
543
+15
136
$277K 0.07%
2,760
-406
137
$269K 0.07%
+4,139
138
$269K 0.07%
1,817
-27
139
$268K 0.07%
960
+69
140
$263K 0.07%
6,500
+250
141
$259K 0.07%
+10,034
142
$258K 0.06%
1,071
-54
143
$255K 0.06%
1,005
144
$254K 0.06%
487
-75
145
$250K 0.06%
598
+15
146
$250K 0.06%
7,020
147
$246K 0.06%
+8,435
148
$243K 0.06%
+635
149
$242K 0.06%
1,101
+177
150
$239K 0.06%
1,901
-743
4 5
6
7 8