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
$305M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.83M
3
+$1.49M
4
AAPL icon
Apple
AAPL
+$1.46M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$605K

Top Sells

1
+$978K
2
+$359K
3
+$331K
4
VMW
VMware, Inc
VMW
+$297K
5
VV icon
Vanguard Large-Cap ETF
VV
+$279K

Sector Composition

1 Communication Services 6.55%
2 Technology 4.91%
3 Financials 3.18%
4 Healthcare 2.39%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.45%
12,338
-1,369
27
$1.31M 0.43%
12,923
-1,840
28
$1.29M 0.42%
20,695
-24
29
$1.29M 0.42%
15,410
-261
30
$1.27M 0.42%
8,007
+1
31
$1.08M 0.35%
29,488
-402
32
$1.03M 0.34%
7,518
-971
33
$1.02M 0.33%
11,918
-283
34
$926K 0.3%
4,116
-20
35
$912K 0.3%
6,485
-350
36
$911K 0.3%
13,770
37
$908K 0.3%
8,491
-177
38
$898K 0.29%
6,122
-410
39
$868K 0.28%
18,466
-1,258
40
$812K 0.27%
27,491
+230
41
$808K 0.27%
17,590
-729
42
$803K 0.26%
5,748
-550
43
$748K 0.25%
13,669
-1,509
44
$740K 0.24%
8,715
+1
45
$727K 0.24%
13,900
-4,240
46
$687K 0.23%
7,911
-1,902
47
$685K 0.22%
14,479
+1,621
48
$670K 0.22%
75,840
49
$660K 0.22%
9,247
-40
50
$652K 0.21%
2,958
-162
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2
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