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
$507M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.47M
3
+$1.82M
4
CTOS icon
Custom Truck One Source
CTOS
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M

Top Sells

1
+$4.06M
2
+$3.59M
3
+$1.34M
4
UBER icon
Uber
UBER
+$893K
5
HOLX icon
Hologic
HOLX
+$711K

Sector Composition

1 Technology 29.37%
2 Consumer Discretionary 8.19%
3 Industrials 7.48%
4 Communication Services 5.99%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.07%
1,498
-85
127
$355K 0.07%
2,269
+403
128
$350K 0.07%
5,334
-10,824
129
$350K 0.07%
3,597
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130
$346K 0.07%
9,987
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131
$346K 0.07%
3,177
132
$345K 0.07%
1,527
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133
$342K 0.07%
645
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134
$339K 0.07%
2,155
-576
135
$337K 0.07%
1,614
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136
$329K 0.06%
+1,215
137
$323K 0.06%
6,336
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138
$314K 0.06%
4,761
-4,434
139
$311K 0.06%
1,059
-350
140
$309K 0.06%
+10,793
141
$307K 0.06%
+2,019
142
$306K 0.06%
2,146
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143
$304K 0.06%
535
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144
$302K 0.06%
188
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145
$299K 0.06%
9,389
146
$296K 0.06%
4,248
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147
$295K 0.06%
4,332
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148
$295K 0.06%
4,133
+947
149
$290K 0.06%
+1,837
150
$286K 0.06%
1,059
-184
4 5
6
7 8