CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$9.5M
2
+$8M
3
+$7.76M
4
UBER icon
Uber
UBER
+$6.52M
5
CRWD icon
CrowdStrike
CRWD
+$3.42M

Top Sells

1
+$3.9M
2
+$2.06M
3
+$1.94M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.57M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.35M

Sector Composition

1 Technology 30.79%
2 Financials 6.89%
3 Healthcare 6.53%
4 Communication Services 6.04%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
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