CWA
Canvas Wealth Advisors Portfolio holdings
AUM
$550M
1-Year Est. Return
33.66%
1 Year Est. Return
+33.66%
AUM
$550M
AUM Growth
+$42.8M
(+8.4%)
Holding
227
Top Buys
| 1 | +$1.7M | |
| 2 | +$1.64M | |
| 3 | +$1.64M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.26M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$1.03M |
Top Sells
| 1 | +$1.71M | |
| 2 | +$1.67M | |
| 3 | +$1.54M | |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$988K |
| 5 |
ASML
ASML
|
+$912K |
Sector Composition
| 1 | Technology | 29.06% |
| 2 | Consumer Discretionary | 8.3% |
| 3 | Industrials | 7.33% |
| 4 | Communication Services | 6.86% |
| 5 | Financials | 3.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
State Street Ultra Short Term Bond ETF
ULST
$640M
| – | – |
-6,500
|
|
||
227
Dentsply Sirona
XRAY
$2.26B
| – | – |
-15,649
|
|