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
51
$14K 0.01%
+365
52
– –
-1,003
1 2
3