AWA

Archvest Wealth Advisors Portfolio holdings

AUM $115M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$14.1M
3
+$11M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$10.5M
5
TDTF icon
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
+$7.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.59%
2 Financials 1.12%
3 Consumer Discretionary 0.72%
4 Communication Services 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$540K 0.47%
+3,240
27
$495K 0.43%
+6,290
28
$495K 0.43%
+3,420
29
$470K 0.41%
+5,549
30
$382K 0.33%
+3,335
31
$368K 0.32%
+6,700
32
$354K 0.31%
+3,156
33
$353K 0.31%
+3,225
34
$328K 0.28%
+5,754
35
$313K 0.27%
+1,922
36
$310K 0.27%
+967
37
$306K 0.27%
+2,884
38
$294K 0.25%
+873
39
$292K 0.25%
+828
40
$274K 0.24%
+8,440
41
$273K 0.24%
+1,236
42
$228K 0.2%
+1,325
43
$212K 0.18%
+835
44
$205K 0.18%
+1,410
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