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
$123M
AUM Growth
+$917K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.26M
3
+$1.08M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$668K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$606K

Top Sells

1
+$1.77M
2
+$1.74M
3
+$596K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$324K
5
TSLA icon
Tesla
TSLA
+$263K

Sector Composition

1 Technology 4.7%
2 Communication Services 1.34%
3 Consumer Discretionary 1.33%
4 Financials 0.46%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$712K 0.58%
5,440
+75
27
$681K 0.55%
1,901
-226
28
$676K 0.55%
6,750
-260
29
$668K 0.54%
+11,284
30
$568K 0.46%
2,987
-315
31
$488K 0.4%
15,406
32
$424K 0.34%
10,882
-1,846
33
$409K 0.33%
4,508
34
$404K 0.33%
3,066
35
$392K 0.32%
2,324
-11
36
$387K 0.31%
2,818
37
$382K 0.31%
972
+61
38
$378K 0.31%
1,259
+20
39
$372K 0.3%
3,941
40
$349K 0.28%
2,246
41
$259K 0.21%
857
+2
42
$250K 0.2%
+5,750
43
$248K 0.2%
1,266
+4
44
$239K 0.19%
2,657
+350
45
$233K 0.19%
2,557
+2
46
$232K 0.19%
1,637
47
$219K 0.18%
388
48
$214K 0.17%
4,450
-150
49
$200K 0.16%
+4,052
50
$154K 0.13%
+10,244
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