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
51
$840K 0.35%
31,037
-270,543
52
$774K 0.32%
14,625
-588
53
$689K 0.28%
56,226
-2,707
54
$662K 0.27%
1,198
-104
55
$645K 0.26%
16,026
+1,002
56
$630K 0.26%
4,144
+1,726
57
$597K 0.25%
3,904
-484
58
$588K 0.24%
26,230
-19,435
59
$550K 0.23%
20,894
-758
60
$527K 0.22%
11,443
-4,228
61
$519K 0.21%
11,258
-99
62
$518K 0.21%
16,414
-583
63
$512K 0.21%
2,875
64
$503K 0.21%
11,939
-804
65
$487K 0.2%
3,288
-1,540
66
$483K 0.2%
10,535
+4,443
67
$476K 0.2%
10,114
+2,287
68
$474K 0.19%
+25,894
69
$460K 0.19%
10,319
+5,380
70
$456K 0.19%
6,842
+373
71
$454K 0.19%
1,707
-101
72
$419K 0.17%
9,047
+446
73
$411K 0.17%
44,002
-4,135
74
$401K 0.16%
13,412
-1,850
75
$399K 0.16%
+8,758
1 2
3
4 5