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
$398M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.93M
3
+$2.19M
4
ASML icon
ASML
ASML
+$1.8M
5
NKE icon
Nike
NKE
+$1.69M

Top Sells

1
+$2.82M
2
+$1.66M
3
+$1.52M
4
MMM icon
3M
MMM
+$869K
5
PLTR icon
Palantir
PLTR
+$779K

Sector Composition

1 Technology 26.5%
2 Consumer Discretionary 8.26%
3 Industrials 7.49%
4 Communication Services 5.5%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$233K 0.06%
1,352
-65
152
$232K 0.06%
183
+14
153
$231K 0.06%
1,908
+171
154
$230K 0.06%
518
-26
155
$230K 0.06%
+224
156
$230K 0.06%
3,824
-2,035
157
$228K 0.06%
3,975
+96
158
$224K 0.06%
5,609
-1,379
159
$219K 0.06%
3,039
-430
160
$219K 0.06%
+3,764
161
$219K 0.06%
+991
162
$219K 0.05%
1,134
-1,183
163
$217K 0.05%
+4,338
164
$216K 0.05%
339
+13
165
$212K 0.05%
3,736
+76
166
$212K 0.05%
+2,800
167
$210K 0.05%
+707
168
$209K 0.05%
3,420
-2,617
169
$207K 0.05%
+4,692
170
$206K 0.05%
833
-28
171
$205K 0.05%
+3,576
172
$202K 0.05%
+477
173
$202K 0.05%
+817
174
$186K 0.05%
11,000
-1,000
175
$118K 0.03%
11,955
-1,280
4 5 6
7
8