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  Name: Canvas Wealth Advisors LLC
  City: Overland Park
  State: KS
  Zip: 66210
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $297,539,000
  Total Value Change : $22,465,000
  Securities Held Change : 21
   
All Securities Held : 146
  New Positions : 34
  Closed Positions : 16
  Increased Positions : 61
  Unchanged Positions : 9
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVSC)1 Year Chart         AVSC Avantis Us Small Cap Equity... 155 Closed $0.00 $0 0 0% -908,000 -18,578 0    N/A
   (CALM)1 Year Chart         CALM Cal Maine Foods Inc 161 Closed $59.82 $0 0 0% -464,000 -8,455 0    Farm Products
   (WAT)1 Year Chart         WAT Waters Corp 148 Closed $348.80 $0 0 0% -547,000 -1,775 0    Scientific & Technica...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 154 Closed $70.22 $0 0 0% -221,000 -3,018 0    Food - Major Diversified
   (TGT)1 Year Chart         TGT Target Corp 160 Closed $143.27 $0 0 0% -256,000 -1,819 0    Discount, Variety Stores
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 147 Closed $71.80 $0 0 0% -1,699,000 -23,124 0    Closed - End Fund - E...
   (TDOC)1 Year Chart         TDOC Teladoc, Inc. 153 Closed $11.92 $0 0 0% -238,000 -11,407 0    N/A
   (PEAK)1 Year Chart         PEAK Healthpeak Properties 159 Closed $35.78 $0 0 0% -269,000 -12,918 0    REIT - Healthcare Fac...
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 152 Closed $207.54 $0 0 0% -603,000 -3,125 0    Closed - End Fund - E...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 158 Closed $159.61 $0 0 0% -207,000 -1,273 0    Drug Manufacturers - ...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 151 Closed $111.97 $0 0 0% -259,000 -2,524 0    Closed - End Fund - E...
   (EQC)1 Year Chart         EQC Equity Commonwealth 157 Closed $19.31 $0 0 0% -427,000 -21,923 0    REIT - Office
   (TRV)1 Year Chart         TRV Travelers Companies Inc 150 Closed $216.54 $0 0 0% -467,000 -2,389 0    Property & Casualty I...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 156 Closed $82.83 $0 0 0% -561,000 -7,333 0    Closed - End Fund - E...
   (ILMN)1 Year Chart         ILMN Illumina Inc 162 Closed $107.39 $0 0 0% -492,000 -3,564 0    Scientific & Technica...
   (TOWN)1 Year Chart         TOWN Townebank (Portsmouth, VA) 149 Closed $27.47 $0 0 0% -348,000 -12,110 0    Domestic Regional Banks

      16 Records Found
  1    
Page 1 of 1
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