WA
Wealth Architects Portfolio holdings
AUM
$1.12B
1-Year Est. Return
24.94%
This Fund
S&P 500
1 Year Est. Return
+24.94%
AUM
$1.12B
AUM Growth
+$12.1M
(+1.1%)
Holding
258
Top Buys
| 1 | +$5.63M | |
| 2 | +$3M | |
| 3 | +$1.34M | |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$1.27M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.2M |
Top Sells
| 1 | +$5.94M | |
| 2 | +$2.61M | |
| 3 | +$1.6M | |
| 4 |
Advanced Micro Devices
AMD
|
+$818K |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$737K |
Sector Composition
| 1 | Technology | 12.02% |
| 2 | Financials | 2.3% |
| 3 | Communication Services | 1.72% |
| 4 | Healthcare | 1.34% |
| 5 | Industrials | 1.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Palo Alto Networks
PANW
$244B
| – | – |
-1,139
|
|
||
252
Pfizer
PFE
$146B
| – | – |
-8,799
|
|
||
253
Qualcomm
QCOM
$241B
| – | – |
-2,044
|
|
||
254
Stryker
SYK
$115B
| – | – |
-580
|
|
||
255
TE Connectivity
TEL
$61.8B
| – | – |
-895
|
|
||
256
Unity
U
$14B
| – | – |
-5,063
|
|
||
257
Vanguard Financials ETF
VFH
$12.3B
| – | – |
-1,625
|
|
||
258
Solventum
SOLV
$13.2B
| – | – |
-3,829
|
|