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Home > Institutional Investor > Canvas Wealth Advisors, Llc > Profile

Instuitional Investor - Canvas Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Canvas Wealth Advisors, Llc
Portfolio Value $275,080,102
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Custom Truck One Source Inc
 3,413,242 $21,298,633 7.74%
2.
Microsoft Corp
 MSFT 50,284 $19,533,831 7.1%
3.
Apple Inc.
 AAPL 88,758 $16,501,860 5.99%
4.
Goldman Sachs Etf Tr
 143,889 $13,557,210 4.92%
5.
Alphabet Inc.
 GOOG 91,316 $13,026,171 4.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)