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
$302M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$792K

Top Sells

1
+$2.16M
2
+$1.14M
3
+$605K
4
VMW
VMware, Inc
VMW
+$494K
5
VV icon
Vanguard Large-Cap ETF
VV
+$427K

Sector Composition

1 Communication Services 6.01%
2 Technology 5.09%
3 Financials 3.12%
4 Healthcare 2.37%
5 Consumer Discretionary 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.45%
11,106
-1,232
27
$1.25M 0.41%
8,008
+1
28
$1.14M 0.38%
15,247
-163
29
$1.12M 0.37%
7,900
+1,415
30
$1.05M 0.35%
4,932
+1,974
31
$1.05M 0.35%
28,805
-683
32
$1.04M 0.34%
11,354
-564
33
$953K 0.32%
7,857
-4,075
34
$914K 0.3%
17,019
-1,447
35
$904K 0.3%
4,116
36
$897K 0.3%
6,118
-4
37
$897K 0.3%
13,770
38
$877K 0.29%
6,464
-1,054
39
$809K 0.27%
7,360
-1,131
40
$794K 0.26%
26,475
-1,016
41
$759K 0.25%
7,911
42
$730K 0.24%
15,539
-2,051
43
$724K 0.24%
13,315
-354
44
$711K 0.24%
5,547
-201
45
$697K 0.23%
13,520
-380
46
$663K 0.22%
3,066
-431
47
$594K 0.2%
27,083
-1,428
48
$592K 0.2%
5,953
49
$578K 0.19%
9,280
+33
50
$571K 0.19%
63,696
-12,144
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