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
$243M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$667K
3
+$525K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$511K
5
EQC
Equity Commonwealth
EQC
+$474K

Top Sells

1
+$7.32M
2
+$955K
3
+$868K
4
MSFT icon
Microsoft
MSFT
+$830K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$718K

Sector Composition

1 Technology 24.04%
2 Industrials 10.87%
3 Communication Services 6.54%
4 Financials 6.31%
5 Consumer Discretionary 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.83%
32,728
-387
27
$1.99M 0.82%
9,410
+1,154
28
$1.77M 0.73%
34,825
-5,206
29
$1.76M 0.72%
27,393
+1,947
30
$1.65M 0.68%
51,757
+2,819
31
$1.54M 0.63%
12,552
-3,067
32
$1.49M 0.61%
11,057
+798
33
$1.41M 0.58%
9,871
-427
34
$1.4M 0.58%
20,491
-793
35
$1.31M 0.54%
17,555
+1,002
36
$1.21M 0.5%
83,495
+10,654
37
$1.21M 0.5%
7,482
-215
38
$1.15M 0.47%
21,672
-5,701
39
$1.12M 0.46%
10,702
40
$1.1M 0.45%
14,696
-427
41
$1.1M 0.45%
8,010
+120
42
$1.08M 0.45%
21,128
+1,317
43
$1.08M 0.44%
8,783
+1,627
44
$1.06M 0.44%
21,144
+4,708
45
$997K 0.41%
19,433
+6,936
46
$967K 0.4%
4,641
+1,149
47
$943K 0.39%
12,969
-2,943
48
$900K 0.37%
8,880
-339
49
$871K 0.36%
6,987
-916
50
$843K 0.35%
2,732
-148
1
2
3 4 5