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

Top Buys

1
+$3.85M
2
+$2.95M
3
+$2.31M
4
ASML icon
ASML
ASML
+$1.86M
5
NKE icon
Nike
NKE
+$1.74M

Top Sells

1
+$2.85M
2
+$1.67M
3
+$1.53M
4
MMM icon
3M
MMM
+$883K
5
NTRS icon
Northern Trust
NTRS
+$751K

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
176
$99.8K 0.03%
20,000
177
$70.7K 0.02%
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