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
$238M
AUM Growth
-$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.66M
3
+$2.42M
4
SCHW icon
Charles Schwab
SCHW
+$2.4M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.99M

Top Sells

1
+$5.12M
2
+$4.19M
3
+$4.1M
4
CTOS icon
Custom Truck One Source
CTOS
+$2.18M
5
AAPL icon
Apple
AAPL
+$2.02M

Sector Composition

1 Technology 23.12%
2 Industrials 9.44%
3 Financials 6.55%
4 Communication Services 6.5%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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162
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