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
76
$398K 0.16%
4,812
+90
77
$397K 0.16%
3,897
+3
78
$392K 0.16%
745
+17
79
$382K 0.16%
965
-70
80
$373K 0.15%
8,895
+1,155
81
$372K 0.15%
2,083
-419
82
$370K 0.15%
1,435
-396
83
$360K 0.15%
5,584
-50
84
$350K 0.14%
1,499
-57
85
$348K 0.14%
596
-29
86
$338K 0.14%
1,496
87
$324K 0.13%
17,572
-2,040
88
$320K 0.13%
3,502
-270
89
$317K 0.13%
1,106
-76
90
$316K 0.13%
19,020
-1,514
91
$315K 0.13%
7,829
+3,305
92
$304K 0.13%
1,522
-250
93
$298K 0.12%
551
+23
94
$297K 0.12%
13,367
+1,715
95
$294K 0.12%
2,645
+102
96
$291K 0.12%
3,410
-610
97
$290K 0.12%
1,505
-50
98
$287K 0.12%
13,028
+4,250
99
$281K 0.12%
1,210
+25
100
$277K 0.11%
2,389
-51
2 3
4
5 6