CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.01M
3
+$2.78M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.93M

Top Sells

1
+$2.31M
2
+$1.24M
3
+$834K
4
XRAY icon
Dentsply Sirona
XRAY
+$759K
5
NVST icon
Envista
NVST
+$698K

Sector Composition

1 Technology 26.91%
2 Consumer Discretionary 7.91%
3 Industrials 6.55%
4 Communication Services 5.69%
5 Financials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$336K 0.09%
3,177
-350
127
$335K 0.09%
665
+98
128
$334K 0.09%
+1,737
129
$333K 0.09%
3,585
-915
130
$316K 0.08%
+12,030
131
$315K 0.08%
+12,122
132
$308K 0.08%
8,466
133
$306K 0.08%
1,270
+169
134
$303K 0.08%
1,243
+384
135
$299K 0.08%
673
+130
136
$296K 0.08%
5,362
-1,666
137
$296K 0.08%
4,400
138
$295K 0.08%
+2,181
139
$295K 0.08%
+3,994
140
$295K 0.08%
9,345
+910
141
$290K 0.07%
+622
142
$289K 0.07%
1,104
+33
143
$282K 0.07%
1,148
+143
144
$281K 0.07%
1,054
-75
145
$280K 0.07%
615
+17
146
$275K 0.07%
+4,030
147
$270K 0.07%
928
+15
148
$266K 0.07%
+9,389
149
$266K 0.07%
2,117
+209
150
$265K 0.07%
6,138
+529
4 5
6
7 8