CWA

Canvas Wealth Advisors Portfolio holdings

AUM $589M
1-Year Est. Return 27.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.88%
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
+$1.43M
2
+$649K
3
+$585K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$539K
5
EQC
Equity Commonwealth
EQC
+$502K

Top Sells

1
+$7.9M
2
+$1.02M
3
+$840K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$828K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$751K

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
126
– –
-2,177
127
– –
-3,163
128
– –
-5,000
129
– –
-1,469
130
– –
-1,952
131
– –
-1,990
132
– –
-3,156
2 3 4 5
6