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
101
$270K 0.11%
6,115
+15
102
$266K 0.11%
691
+14
103
$262K 0.11%
3,535
-380
104
$257K 0.11%
2,603
+256
105
$255K 0.1%
2,850
-255
106
$254K 0.1%
5,000
107
$253K 0.1%
2,264
-2
108
$245K 0.1%
4,297
+441
109
$238K 0.1%
1,183
-12
110
$232K 0.1%
4,529
-180
111
$230K 0.09%
1,435
-158
112
$226K 0.09%
552
113
$222K 0.09%
1,232
-198
114
$220K 0.09%
1,707
-64
115
$219K 0.09%
+5,223
116
$218K 0.09%
1,759
-254
117
$214K 0.09%
509
+46
118
$204K 0.08%
+1,398
119
$203K 0.08%
1,975
-73
120
$135K 0.06%
11,614
-174
121
$83.6K 0.03%
20,000
122
$23K 0.01%
19,000
123
– –
-8,044
124
– –
-2,526
125
– –
-2,177
2 3 4
5
6