CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$507M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.47M
3
+$1.82M
4
CTOS icon
Custom Truck One Source
CTOS
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.66M

Top Sells

1
+$4.06M
2
+$3.59M
3
+$1.34M
4
UBER icon
Uber
UBER
+$893K
5
HOLX icon
Hologic
HOLX
+$711K

Sector Composition

1 Technology 29.37%
2 Consumer Discretionary 8.19%
3 Industrials 7.48%
4 Communication Services 5.99%
5 Financials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$243K 0.05%
1,215
+50
177
$239K 0.05%
10,787
-293
178
$239K 0.05%
5,634
-504
179
$234K 0.05%
+1,204
180
$233K 0.05%
936
-212
181
$233K 0.05%
456
+6
182
$233K 0.05%
1,855
-262
183
$232K 0.05%
+2,762
184
$231K 0.05%
3,496
-1,866
185
$231K 0.05%
3,928
+398
186
$230K 0.05%
5,433
187
$229K 0.05%
18,187
+57
188
$226K 0.04%
+393
189
$226K 0.04%
457
-48
190
$225K 0.04%
+833
191
$225K 0.04%
+2,281
192
$224K 0.04%
7,543
-4,487
193
$222K 0.04%
+8,035
194
$218K 0.04%
+3,047
195
$216K 0.04%
+2,415
196
$215K 0.04%
4,250
-1,030
197
$215K 0.04%
+4,850
198
$214K 0.04%
+4,752
199
$212K 0.04%
+734
200
$209K 0.04%
+1,963
5 6 7
8
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