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
$172M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.8M
3
+$8.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.64M
5
AMD icon
Advanced Micro Devices
AMD
+$7.05M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.16%
2 Financials 11.1%
3 Healthcare 8.51%
4 Consumer Discretionary 6.04%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 9.32%
+121,738
2
$12.8M 7.48%
+50,115
3
$8.26M 4.82%
+21,824
4
$7.64M 4.45%
+68,080
5
$7.05M 4.11%
+89,731
6
$4.74M 2.76%
+26,034
7
$4.66M 2.72%
+49,083
8
$4.42M 2.58%
+26,180
9
$4.34M 2.53%
+38,038
10
$3.92M 2.28%
+25,101
11
$3.89M 2.27%
+18,201
12
$3.48M 2.03%
+62,580
13
$3.3M 1.92%
+12,302
14
$3.21M 1.87%
+33,492
15
$3.19M 1.86%
+45,324
16
$2.87M 1.67%
+11,763
17
$2.85M 1.66%
+39,828
18
$2.81M 1.64%
+54,583
19
$2.68M 1.56%
+6,478
20
$2.66M 1.55%
+17,512
21
$2.44M 1.43%
+14,088
22
$2.01M 1.17%
+5
23
$1.98M 1.15%
+12,217
24
$1.93M 1.13%
+30,054
25
$1.82M 1.06%
+10,995
1
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