CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Quarter Est. Return
1 Year Est. Return
+27.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.64M
3
+$1.64M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.03M

Top Sells

1
+$1.71M
2
+$1.67M
3
+$1.54M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$988K
5
ASML icon
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
CLX icon
26
Clorox
CLX
$13.4B
$4.29M 0.78%
34,788
+5,240
VUG icon
27
Vanguard Growth ETF
VUG
$202B
$4.02M 0.73%
8,341
+215
JPM icon
28
JPMorgan Chase
JPM
$842B
$3.94M 0.72%
12,695
+37
AVUS icon
29
Avantis US Equity ETF
AVUS
$10.8B
$3.88M 0.71%
35,499
-1,363
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$582B
$3.68M 0.67%
11,145
+1,229
BINC icon
31
BlackRock Flexible Income ETF
BINC
$15.6B
$3.52M 0.64%
66,274
+11,730
AVGO icon
32
Broadcom
AVGO
$1.67T
$3.47M 0.63%
10,263
+247
AVEM icon
33
Avantis Emerging Markets Equity ETF
AVEM
$17.1B
$3.33M 0.61%
43,752
-1,637
FELC icon
34
Fidelity Enhanced Large Cap Core ETF
FELC
$6.27B
$3.17M 0.58%
84,819
+8,239
META icon
35
Meta Platforms (Facebook)
META
$1.56T
$3.1M 0.56%
4,357
-42
VB icon
36
Vanguard Small-Cap ETF
VB
$73.7B
$3.07M 0.56%
11,899
-1,046
BRK.A icon
37
Berkshire Hathaway Class A
BRK.A
$1.07T
$3M 0.55%
4
DFUS icon
38
Dimensional US Equity ETF
DFUS
$18.5B
$2.95M 0.54%
40,545
+14,201
AVUV icon
39
Avantis US Small Cap Value ETF
AVUV
$21.4B
$2.92M 0.53%
28,985
-16,563
MELI icon
40
Mercado Libre
MELI
$105B
$2.87M 0.52%
1,319
+6
VXUS icon
41
Vanguard Total International Stock ETF
VXUS
$126B
$2.86M 0.52%
38,248
-49
NKE icon
42
Nike
NKE
$95.3B
$2.84M 0.52%
39,522
-7,232
JPST icon
43
JPMorgan Ultra-Short Income ETF
JPST
$35.9B
$2.79M 0.51%
55,173
+1,354
GOOG icon
44
Alphabet (Google) Class C
GOOG
$3.99T
$2.73M 0.5%
11,095
+334
FBND icon
45
Fidelity Total Bond ETF
FBND
$23.6B
$2.52M 0.46%
54,303
+2,908
ASML icon
46
ASML
ASML
$527B
$2.34M 0.43%
2,270
-884
VTV icon
47
Vanguard Value ETF
VTV
$164B
$2.31M 0.42%
12,324
-866
MUB icon
48
iShares National Muni Bond ETF
MUB
$42.1B
$2.25M 0.41%
21,129
+2,942
WMT icon
49
Walmart Inc
WMT
$954B
$2.23M 0.41%
21,882
+881
IYW icon
50
iShares US Technology ETF
IYW
$21B
$2.11M 0.38%
10,702
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