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
$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
MAR icon
201
Marriott International
MAR
$71.2B
$206K 0.04%
+748
ADP icon
202
Automatic Data Processing
ADP
$115B
$203K 0.04%
+663
EMR icon
203
Emerson Electric
EMR
$72.8B
$201K 0.04%
+1,343
F icon
204
Ford
F
$47.8B
$147K 0.03%
13,069
-241
TNGY
205
Tortoise Energy Fund
TNGY
$509M
$126K 0.02%
+13,908
NGL icon
206
NGL Energy Partners
NGL
$794M
$85K 0.02%
20,000
SLQT icon
207
SelectQuote
SLQT
$339M
$29.1K 0.01%
15,000
-4,000
AVO icon
208
Mission Produce
AVO
$826M
-14,905
CVGW icon
209
Calavo Growers
CVGW
$422M
-15,088
DHR icon
210
Danaher
DHR
$151B
-1,737
KNX icon
211
Knight Transportation
KNX
$7.77B
-5,424
UNH icon
212
UnitedHealth
UNH
$330B
-966
XYZ
213
Block Inc
XYZ
$46.5B
-3,863