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
$323M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.26M
3
+$865K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$745K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$641K

Top Sells

1
+$4.93M
2
+$1.32M
3
+$1M
4
SCHW icon
Charles Schwab
SCHW
+$988K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$966K

Sector Composition

1 Technology 24.34%
2 Industrials 8.57%
3 Consumer Discretionary 6.37%
4 Communication Services 5.77%
5 Financials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
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