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
$239M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.64M
3
+$1.45M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.2M
5
TSLA icon
Tesla
TSLA
+$1.09M

Top Sells

1
+$4.22M
2
+$3.24M
3
+$2.26M
4
CRWD icon
CrowdStrike
CRWD
+$1.66M
5
HTO
H2O America
HTO
+$924K

Sector Composition

1 Technology 23.04%
2 Industrials 10.92%
3 Financials 6.01%
4 Communication Services 6%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,650
152
– –
-14,646
153
– –
-5,543
154
– –
-762
3 4 5 6
7