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
$239M
AUM Growth
+$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.69M
3
+$1.8M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.23M
5
TSLA icon
Tesla
TSLA
+$742K

Top Sells

1
+$4.29M
2
+$3.28M
3
+$2.41M
4
CRWD icon
CrowdStrike
CRWD
+$1.23M
5
HTO
H2O America
HTO
+$1.01M

Sector Composition

1 Technology 23.04%
2 Industrials 10.92%
3 Financials 6.01%
4 Communication Services 6%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 8.8%
3,090,550
+14,677
2
$17.3M 7.25%
73,555
-485
3
$14.3M 5.98%
105,833
+1,019
4
$13.3M 5.55%
36,918
+7,473
5
$12M 5%
131,180
-5,061
6
$11.7M 4.88%
150,058
-55,171
7
$9.44M 3.95%
114,109
+52,896
8
$7.32M 3.06%
32,831
-14,699
9
$6.8M 2.84%
96,376
-34,176
10
$6.55M 2.74%
68,650
-4,160
11
$6.27M 2.62%
216,474
-6,553
12
$5.76M 2.41%
228,444
+19,827
13
$3.87M 1.62%
44,394
+5
14
$3.39M 1.42%
11,005
+369
15
$3.15M 1.32%
8,004
+123
16
$2.88M 1.2%
39,405
-371
17
$2.8M 1.17%
21,087
-4,810
18
$2.8M 1.17%
75,739
-9,772
19
$2.79M 1.17%
28,038
+19
20
$2.56M 1.07%
24,968
-684
21
$2.54M 1.06%
90,713
-17,901
22
$2.35M 0.98%
35,505
-2,664
23
$2.33M 0.97%
5
24
$2.21M 0.92%
16,184
-567
25
$2.08M 0.87%
14,506
-1,719
1
2 3 4 5