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
$298M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.54M
3
+$2.14M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M

Top Sells

1
+$2.83M
2
+$1.7M
3
+$1.68M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.16M
5
AMD icon
Advanced Micro Devices
AMD
+$1,000K

Sector Composition

1 Technology 24.22%
2 Industrials 9.44%
3 Communication Services 6.14%
4 Consumer Discretionary 6.13%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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162
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