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
$274M
AUM Growth
-$3.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.26M
3
+$7.15M
4
UBER icon
Uber
UBER
+$5.35M
5
CRWD icon
CrowdStrike
CRWD
+$3.67M

Top Sells

1
+$3.59M
2
+$1.95M
3
+$1.88M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.43M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$1.32M

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
in Stake 		Capital Flow
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