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
$389M
AUM Growth
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.89M
3
+$3.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.38M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.15M

Top Sells

1
+$2.49M
2
+$1.36M
3
+$1.03M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$828K
5
NVST icon
Envista
NVST
+$698K

Sector Composition

1 Technology 26.91%
2 Consumer Discretionary 7.91%
3 Industrials 6.55%
4 Communication Services 5.69%
5 Financials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K 0.05%
798
+91
177
$156K 0.04%
+14,905
178
$128K 0.03%
13,310
+1,355
179
$59K 0.02%
20,000
180
$58.5K 0.02%
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