CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$507M
1-Year Est. Return
25.19%
1 Year Est. Return
+25.19%
AUM
$507M
AUM Growth
+$118M
(+30%)
Holding
213
Top Buys
| 1 | +$2.94M | |
| 2 | +$2.47M | |
| 3 | +$1.82M | |
| 4 |
Custom Truck One Source
CTOS
|
+$1.74M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.66M |
Top Sells
| 1 | +$4.06M | |
| 2 | +$3.59M | |
| 3 | +$1.34M | |
| 4 |
Uber
UBER
|
+$893K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Marriott International
MAR
$70.6B
| $206K | 0.04% |
+748
|
|
||
202
Automatic Data Processing
ADP
$115B
| $203K | 0.04% |
+663
|
|
||
203
Emerson Electric
EMR
$73.4B
| $201K | 0.04% |
+1,343
|
|
||
204
Ford
F
$47.7B
| $147K | 0.03% |
13,069
-241
|
|
||
|
TNGY
205
Tortoise Energy Fund
TNGY
$512M
| $126K | 0.02% |
+13,908
|
|
||
206
NGL Energy Partners
NGL
$804M
| $85K | 0.02% |
20,000
|
|
||
207
SelectQuote
SLQT
$348M
| $29.1K | 0.01% |
15,000
-4,000
|
|
||
208
Mission Produce
AVO
$831M
| – | – |
-14,905
|
|
||
209
Calavo Growers
CVGW
$425M
| – | – |
-15,088
|
|
||
210
Danaher
DHR
$149B
| – | – |
-1,737
|
|
||
211
Knight Transportation
KNX
$7.72B
| – | – |
-5,424
|
|
||
212
UnitedHealth
UNH
$330B
| – | – |
-966
|
|
||
|
XYZ
213
Block Inc
XYZ
$46.6B
| – | – |
-3,863
|
|