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
126
– –
-12,352
127
– –
-3,163
128
– –
-5,000
129
– –
-1,469
130
– –
-1,952
131
– –
-1,990
132
– –
-3,156
2 3 4 5
6