DW
Drew Waldron Portfolio
Invests via Canvas Wealth Advisors LLC | Managed by Drew R. Waldron, Scott R. Wesley
Invests via Canvas Wealth Advisors LLC
Managed by Drew R. Waldron, Scott R. Wesley
Automatically Tracked
Drew Waldron Profile
Drew Waldron is a seasoned entrepreneur with a rich background in technology commercialization. He has successfully launched and scaled several startups, driving innovation within competitive markets. Known for his expertise in leveraging emerging technologies, he plays a pivotal role in transforming concepts into viable business models that capture market interest. With extensive experience working across various sectors, Drew is recognized for identifying unique opportunities that meet consumer needs while generating value. His leadership combines operational acumen with strategic vision, making him an influential figure in the entrepreneurial landscape.
Drew Waldron is a seasoned entrepreneur with a rich background in technology commercialization. He has successfully launched and scaled several startups, driving innovation within competitive markets. Known for his expertise in leveraging emerging technologies, he plays a pivotal role in transforming concepts into viable business models that capture market interest. With extensive experience working across various sectors, Drew is recognized for identifying unique opportunities that meet consumer needs while generating value. His leadership combines operational acumen with strategic vision, making him an influential figure in the entrepreneurial landscape.
Investment Philosophy & Strategy
Innovation is at the heart of Drew Waldron's investment approach. With a strong focus on leveraging transformative technologies, he identifies promising startups poised to disrupt established markets. His entrepreneurial acumen allows him to evaluate businesses not just for their current potential but also for their scalability and adaptability in evolving landscapes. Emphasizing operational excellence, strategic execution often guides his decision-making processes, ensuring that chosen ventures align with market demand while fostering sustainable growth. Through calculated investments, he aims to foster companies that deliver both groundbreaking solutions and robust financial performance.
Innovation is at the heart of Drew Waldron's investment approach. With a strong focus on leveraging transformative technologies, he identifies promising startups poised to disrupt established markets. His entrepreneurial acumen allows him to evaluate businesses not just for their current potential but also for their scalability and adaptability in evolving landscapes. Emphasizing operational excellence, strategic execution often guides his decision-making processes, ensuring that chosen ventures align with market demand while fostering sustainable growth. Through calculated investments, he aims to foster companies that deliver both groundbreaking solutions and robust financial performance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
39.57%
Gain +1.75%
Monthly
0.52%
Yearly
6.37%
Drawdown
21.96%
$663.18M
Equity
Holdings
$663.18M
Investment
$404.52M
$255M
Profit +$14.63M
Realized
-$3.66M
Unrealized
$258.66M
Dividends
$20.39M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.75%
Profit
$14.63M
Win %
79%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$8.94M
Win %
79%
This Month
Compared to last month
Gain
-1.89%
Profit
-$12.76M
Win %
79%
This Year
Compared to last year
Gain
12.95%
Profit
$76.01M
Win %
79%
LRCX Lam Research Corporation
+12.65%
+$103,469.52 
MU Micron Technology, Inc.
+11.69%
+$115,393.68 
AMAT Applied Materials, Inc.
+11.17%
+$51,291.23 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$328,162.48 
FSLR First Solar, Inc.
+8.88%
+$52,392 
AMD Advanced Micro Devices, Inc.
+7.96%
+$1.9M 
HOOD Robinhood Markets, Inc.
+6.81%
+$152,027.4 
SMH VanEck Semiconductor ETF
+6.78%
+$64,861.2 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$435,153.1 
AVAV AeroVironment Inc.
+6.22%
+$55,941.24 
PANW Palo Alto Networks, Inc.
+6.2%
+$728,426.88 
DHI D.R. Horton, Inc.
+5.28%
+$10,843 
PWR Quanta Services Inc.
+4.97%
+$70,026.97 
ETN Eaton Corporation plc
+4.88%
+$19,895.53 
CAT Caterpillar Inc.
+4.83%
+$42,456.21 
TSLA Tesla, Inc.
+4.63%
+$761,470.98 
NKE Nike, Inc. - Class B
+4.54%
+$80,941.14 
CTOS Custom Truck One Source, Inc.
+4.48%
+$3.24M 
AVEM Avantis Emerging Markets Equity ETF
+4.47%
+$193,223.25 
GE General Electric Company
+4.43%
+$18,186.57 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$59,581.5 
FEMR Fidelity Enhanced Emerging Markets ETF
+4.37%
+$47,160.37 
SLQT SelectQuote, Inc.
+4.26%
+$552 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+4.2%
+$27,377.48 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$46,083.96 
SE Sea Ltd.
+3.93%
+$15,976.44 
RTX RTX Corporation
+3.83%
+$11,621.2 
NU Nu Holdings Ltd.
+3.83%
+$7,942.36 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$14,798.16 
TDG TransDigm Group Inc.
+3.72%
+$8,484.44 
SCHF Schwab International Equity ETF
+3.67%
+$9,933.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$54,402.5 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$27,705.7 
AVGO Broadcom Inc.
+3.47%
+$128,664.5 
IYW iShares U.S. Technology ETF
+3.39%
+$85,402.07 
FNDF Schwab Fundamental International Large Company Index ETF
+3.38%
+$15,690.4 
VBK Vanguard Small-Cap Growth ETF
+3.37%
+$53,203.85 
MRTN Marten Transport, Ltd.
+3.33%
+$45,070.69 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$111,064.25 
VGT Vanguard Information Technology ETF
+3.32%
+$9,966.56 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$12,939.06 
FENI Fidelity Enhanced International ETF
+3.24%
+$58,165.38 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.2%
+$8,712.17 
EFA iShares MSCI EAFE ETF
+3.12%
+$7,655.55 
EL The Estée Lauder Companies Inc. Class A
+3.08%
+$15,269.78 
BBEU JPMorgan BetaBuilders Europe Fund
+3.06%
+$6,360.91 
ANET Arista Networks, Inc.
+3.04%
+$10,362.68 
GPIQ Nasdaq 100 Core Premium Income ETF
+3.02%
+$7,267 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$46,445.63 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$171,368.44 
IWM iShares Russell 2000 ETF
+2.99%
+$9,568.06 
FESM Fidelity Enhanced Small Cap ETF
+2.99%
+$41,567.82 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$6,826.86 
MS Morgan Stanley
+2.91%
+$12,810.56 
AVDE Avantis International Equity ETF
+2.91%
+$390,414.42 
FBCG Fidelity Blue Chip Growth Fund
+2.84%
+$16,922.64 
FNDC Schwab Fundamental International Small Company Index ETF
+2.79%
+$7,307.39 
NTRS Northern Trust Corporation
+2.78%
+$13,675.2 
MAR Marriott International Inc. - Class A
+2.76%
+$7,462 
AVIV Avantis International Large Cap Value ETF
+2.72%
+$25,736.22 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.69%
+$16,567.7 
DFAI Dimensional International Core Equity Market ETF
+2.68%
+$15,289.82 
DFIC Dimensional International Core Equity Market ETF
+2.64%
+$10,439.33 
IBIT iShares Bitcoin Trust
+2.62%
+$3,739.79 
WERN Werner Enterprises Inc.
+2.55%
+$23,559.26 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.54%
+$27,644.4 
CSCO Cisco Systems, Inc.
+2.53%
+$21,262.64 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+2.52%
+$8,678.12 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$29,674.44 
VB Vanguard Small-Cap ETF
+2.52%
+$85,723.06 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$320,338.92 
VWO Vanguard FTSE Emerging Markets ETF
+2.39%
+$6,688.86 
DFAS Dimensional U.S. Small Cap ETF
+2.39%
+$9,688.74 
MLM Martin Marietta Materials, Inc.
+2.32%
+$5,140.82 
CAH Cardinal Health Inc.
+2.31%
+$6,100 
IUSG iShares Core S&P U.S. Growth ETF
+2.3%
+$417,957.84 
HD The Home Depot, Inc.
+2.26%
+$16,748.81 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$13,337.76 
PFE Pfizer Inc.
+2.23%
+$6,031.74 
APH Amphenol Corporation
+2.21%
+$6,777.4 
NVDA NVIDIA Corporation
+2.17%
+$523,971.72 
LLY Eli Lilly and Company
+2.13%
+$34,668.72 
SHOP Shopify Inc.
+2.1%
+$19,083.89 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$14,473.81 
BX Blackstone Inc.
+2.03%
+$3,523.2 
AVLV Avantis U.S. Large Cap Value ETF
+2%
+$7,411.92 
IWD iShares Russell 1000 Value ETF
+1.99%
+$30,391.14 
AVUS Avantis U.S. Equity ETF
+1.99%
+$85,460.4 
IYC iShares U.S. Consumer Discretionary ETF
+1.96%
+$10,888.8 
VONV Vanguard Russell 1000 Value Index Fund
+1.94%
+$13,246 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$63,247.85 
DFUS Dimensional U.S. Equity Market ETF
+1.88%
+$108,556.93 
MGK Vanguard Mega Cap Growth ETF
+1.88%
+$10,904 
FELC Fidelity Enhanced Large Cap Core ETF
+1.87%
+$6,119.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$514,374.3 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$10,023.2 
VO Vanguard Mid-Cap ETF
+1.83%
+$7,946.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$73,471.25 
LNN Lindsay Corporation
+1.82%
+$4,040.55 
VUG Vanguard Growth ETF
+1.78%
+$72,208.38 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.77%
+$4,684.59 
HSIC Henry Schein, Inc.
+1.74%
+$4,386.74 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$24,002.18 
VOO Vanguard S&P 500 ETF
+1.72%
+$191,141.7 
IVV iShares Core S&P 500 ETF
+1.72%
+$368,038.51 
DEO Diageo plc Sponsored ADR
+1.71%
+$3,356.53 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$7,390.65 
AVGE FRCL 3 2022Q3 Hb Float
+1.69%
+$6,436.87 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.69%
+$262,208.88 
VTV Vanguard Value ETF
+1.68%
+$31,684.09 
ATR AptarGroup, Inc.
+1.67%
+$5,371.57 
DFLV Dimensional US Large Cap Value ETF
+1.66%
+$7,169.18 
AXP American Express Company
+1.64%
+$4,248.75 
GPIX S&P 500 Core Premium Income Fund
+1.64%
+$10,530.96 
GL Globe Life Inc.
+1.59%
+$6,262.62 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$14,370.72 
DE Deere & Company
+1.53%
+$3,783.79 
AMZN Amazon.com Inc
+1.45%
+$308,057.4 
JPM JPMorgan Chase & Co.
+1.4%
+$62,873.13 
AAPL Apple Inc.
+1.39%
+$429,721.2 
MRK Merck & Co., Inc.
+1.39%
+$4,634.86 
UBER Uber Technologies, Inc.
+1.37%
+$178,457.12 
MELI MercadoLibre, Inc.
+1.37%
+$34,931.39 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$3,915.99 
QGEN QIAGEN N.V.
+1.14%
+$3,602.97 
BAC Bank of America Corporation
+1.09%
+$7,922.43 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$2,928.16 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$2,995.23 
NAD Nuveen Quality Municipal Income Fund
+1.05%
+$2,734.25 
IUSV iShares Core S&P U.S. Value ETF
+1.04%
+$84,148.84 
CFFN Capitol Federal Financial, Inc.
+0.99%
+$1,349.84 
PLD Prologis Inc.
+0.97%
+$2,254.96 
BN Brookfield Corporation
+0.96%
+$2,012.4 
VHT Vanguard Health Care ETF
+0.94%
+$2,988.19 
F-PD Ford Motor Company 6.500% Notes
+0.91%
+$2,488.2 
GOOG Alphabet Inc
+0.91%
+$35,536.35 
IBM International Business Machines Corporation
+0.91%
+$3,772.1 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$4,495.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$4,158.68 
MCD McDonald's Corporation
+0.83%
+$8,319.04 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$107,413.24 
TTWO Take-Two Interactive Software, Inc.
+0.77%
+$2,246.94 
LPRE Long Pond Real Estate Select ETF
+0.7%
+$2,609.25 
PLTR Palantir Technologies Inc.
+0.69%
+$105,461.2 
MMM 3M Company
+0.68%
+$30,197.54 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$1,296 
FBND Fidelity Total Bond ETF
+0.62%
+$18,288.48 
PB Prosperity Bancshares Inc.
+0.58%
+$1,701.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$31,048.64 
BLK BlackRock, Inc.
+0.57%
+$1,358.01 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$1,561.6 
WFC Wells Fargo & Company
+0.54%
+$1,359.6 
BUSE First Busey Corporation
+0.49%
+$10,015.46 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.45%
+$6,144.98 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$210.1 
GOOGL Alphabet Inc
+0.42%
+$177,725.6 
TJX The TJX Companies, Inc.
+0.39%
+$1,250.6 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$19,898.46 
BINC iShares Flexible Income Active ETF
+0.29%
+$14,408.4 
KKR KKR & Co. Inc.
+0.28%
+$502.2 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$1,396.12 
NHYM Nuveen High Yield Municipal Income ETF
+0.22%
+$879.98 
MUB iShares National Muni Bond ETF
+0.21%
+$4,522.32 
ISRG Intuitive Surgical, Inc.
+0.2%
+$369.35 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.18%
+$1,050.16 
TRV The Travelers Companies, Inc.
+0.17%
+$492.16 
TMUS T-Mobile US, Inc.
+0.16%
+$428.33 
KVUE Kenvue Inc.
+0.11%
+$799.6 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$2,280.43 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.02%
+$148.03 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$71.5 
AHL Aspen Insurance Holdings Limited
0%
$0 
BYM BlackRock Municipal Income Quality Trust
0%
$0 
HOLX Hologic Inc.
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
ORCL Oracle Corporation
-8.58%
-$70,737.88 
SPGI S&P Global Inc.
-3.03%
-$7,861.44 
NOW ServiceNow, Inc.
-2.78%
-$38,317.52 
XOM Exxon Mobil Corporation
-2.68%
-$19,033.69 
CRM Salesforce Inc
-2.6%
-$4,519.27 
INTU Intuit Inc.
-2.58%
-$5,545.26 
MO Altria Group, Inc.
-2.35%
-$7,108.76 
SOLV Solventum Corporation
-2.1%
-$12,520.5 
CVX Chevron Corporation
-2.1%
-$9,989.8 
HTO SJW Group
-1.92%
-$11,909.19 
MSFT Microsoft Corp.
-1.77%
-$450,508.5 
EPD Enterprise Products Partners L.P.
-1.56%
-$4,891.1 
CWT California Water Service Group
-1.5%
-$15,927.96 
ET Energy Transfer L.P.
-1.42%
-$10,420.38 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$4,940.31 
TNGY Tortoise Energy Fund, Inc.
-1.29%
-$1,808.04 
PM Philip Morris International Inc.
-1.27%
-$3,532.28 
KO The Coca-Cola Company
-1.27%
-$5,239.58 
V Visa Inc. Class A
-1.21%
-$6,809.38 
MAA Mid-America Apartment Communities, Inc.
-1.2%
-$6,574.79 
SYK Stryker Corporation
-1.04%
-$5,937.68 
CLX The Clorox Company
-1.01%
-$51,217 
NFLX Netflix, Inc.
-0.9%
-$4,612.86 
CB Chubb Limited
-0.82%
-$1,834.66 
COST Costco Wholesale Corporation
-0.82%
-$16,979.94 
SCHW Charles Schwab Corporation
-0.62%
-$4,920.3 
MA Mastercard Incorporated
-0.54%
-$4,274.16 
UNH UnitedHealth Group Incorporated
-0.54%
-$1,778.87 
META Meta Platforms Inc Class A
-0.45%
-$13,221.85 
PG Procter & Gamble Co
-0.45%
-$1,632.13 
PEP PepsiCo, Inc.
-0.44%
-$1,721.82 
ORLY O'Reilly Automotive Inc.
-0.43%
-$1,387.23 
NEE NextEra Energy, Inc.
-0.39%
-$1,480.71 
EMLP First Trust North American Energy Infrastructure Fund
-0.36%
-$1,088.1 
BDX Becton, Dickinson and Company
-0.28%
-$782.28 
XLP Consumer Staples Select Sector SPDR Fund
-0.27%
-$732.55 
NGL NGL Energy Partners L.P.
-0.13%
-$400 
AEP American Electric Power Company, Inc.
-0.1%
-$231.27 
VNQ Vanguard Real Estate ETF
-0.09%
-$958.86 
WMT Walmart Inc.
-0.09%
-$2,883.54 
ABBV AbbVie Inc.
-0.08%
-$428.26 
BRK-A Berkshire Hathaway Inc.
-0.07%
-$1,980 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.06%
-$822 
JNJ Johnson & Johnson
-0.05%
-$445.2 
VZ Verizon Communications Inc.
-0.04%
-$138.98 
KMB Kimberly-Clark Corporation
-0.04%
-$283.76 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$177 Events
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Dividends
Dividend Analysis
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| Trades 2801 | Longs Won 1743/2801 62% | Profit Factor 5.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $554,848.78 |
| Average Win $176,907.53 | Best Trade (Jun 11) $11.45M | Sharpe Ratio -9.08 |
| Average Loss -$50,422.58 | Worst Trade (Dec 31) -$2.11M | Z-Score 1.92 (94.51%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3d | Expectancy $91,039.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
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