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
$158M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.36M
3
+$818K
4
BND icon
Vanguard Total Bond Market
BND
+$753K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$518K

Top Sells

1
+$4.38M
2
+$3.55M
3
+$3.36M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.36M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$686K

Sector Composition

1 Technology 6.15%
2 Healthcare 1.42%
3 Communication Services 1.36%
4 Consumer Discretionary 1.32%
5 Energy 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-69,013
77
– –
-3,229
78
– –
-10,304
1 2 3
4