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
201
$206K 0.04%
+748
202
$203K 0.04%
+663
203
$201K 0.04%
+1,343
204
$147K 0.03%
13,069
-241
205
$126K 0.02%
+13,908
206
$85K 0.02%
20,000
207
$29.1K 0.01%
15,000
-4,000
208
– –
-14,905
209
– –
-15,088
210
– –
-1,737
211
– –
-5,424
212
– –
-966
213
– –
-3,863
5 6 7 8
9