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
$202M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.05M
3
+$848K
4
AAPL icon
Apple
AAPL
+$751K
5
HPE icon
Hewlett Packard
HPE
+$694K

Top Sells

1
+$642K
2
+$513K
3
+$494K
4
CDNS icon
Cadence Design Systems
CDNS
+$401K
5
VUG icon
Vanguard Growth ETF
VUG
+$309K

Sector Composition

1 Technology 10.1%
2 Communication Services 3.41%
3 Industrials 3.01%
4 Healthcare 2.74%
5 Financials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 0.52%
8,685
-349
27
$1.04M 0.52%
16,700
-180
28
$977K 0.48%
12,531
-42
29
$912K 0.45%
8,880
30
$903K 0.45%
31,336
-2,105
31
$867K 0.43%
15,952
+25
32
$866K 0.43%
19,947
+5,129
33
$861K 0.43%
8,258
+2,328
34
$857K 0.42%
10,765
+127
35
$843K 0.42%
8,758
+19
36
$831K 0.41%
14,690
+170
37
$810K 0.4%
14,592
-285
38
– –
0
39
$694K 0.34%
+78,521
40
$679K 0.34%
20,758
-848
41
$646K 0.32%
13,770
42
$621K 0.31%
10,572
-4,123
43
$615K 0.3%
5,690
-410
44
$609K 0.3%
12,077
45
$586K 0.29%
88,752
-7,088
46
$578K 0.29%
4,144
47
$566K 0.28%
5,056
-5,735
48
$566K 0.28%
12,258
49
$565K 0.28%
47,747
-13,127
50
$564K 0.28%
8,542
1
2
3 4 5