WA

Wealth Architects Portfolio holdings

AUM $984M
1-Year Est. Return 14.42%
This Quarter Est. Return
1 Year Est. Return
+14.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$20.7M
3
+$17.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$15.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.93%
2 Financials 2.96%
3 Healthcare 2.46%
4 Industrials 2.25%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$849K 0.5%
+5,538
27
$830K 0.49%
+7,951
28
$818K 0.48%
+6,751
29
$813K 0.48%
+16,906
30
$812K 0.48%
+7,378
31
$802K 0.47%
+14,621
32
$751K 0.44%
+7,088
33
$724K 0.43%
+6,206
34
$698K 0.41%
+13,770
35
$683K 0.4%
+14,581
36
$670K 0.39%
+14,432
37
$670K 0.39%
+7,351
38
$637K 0.37%
+14,157
39
$596K 0.35%
+11,005
40
$592K 0.35%
+91,480
41
$586K 0.34%
+11,885
42
$546K 0.32%
+2,900
43
$534K 0.31%
+6,591
44
$524K 0.31%
+18,849
45
$521K 0.31%
+4,149
46
$514K 0.3%
+10,995
47
$510K 0.3%
+19,373
48
$506K 0.3%
+6,996
49
$479K 0.28%
+5,882
50
$471K 0.28%
+7,984
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