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
$357M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.8M
3
+$1.65M
4
ROKU icon
Roku
ROKU
+$1.64M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.41M

Top Sells

1
+$2.16M
2
+$1.93M
3
+$1.33M
4
AAPL icon
Apple
AAPL
+$1.11M
5
TSLA icon
Tesla
TSLA
+$1.09M

Sector Composition

1 Technology 6.63%
2 Communication Services 6.33%
3 Consumer Discretionary 3.01%
4 Healthcare 2.71%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.74%
161,664
+12,780
27
$2.05M 0.58%
34,313
+1,486
28
$1.64M 0.46%
5,573
+399
29
$1.64M 0.46%
+14,077
30
$1.56M 0.44%
8,338
-100
31
$1.5M 0.42%
15,417
32
$1.37M 0.38%
7,614
33
$1.21M 0.34%
22,982
+6,883
34
$1.14M 0.32%
7,380
+2
35
$1.1M 0.31%
8,991
36
$1.06M 0.3%
14,920
+2,220
37
$1.04M 0.29%
2,381
-2
38
$1.01M 0.28%
34,294
-3,560
39
$974K 0.27%
4,820
-180
40
$950K 0.27%
13,200
-15,090
41
$913K 0.26%
5,832
-34
42
$890K 0.25%
21,978
+4,260
43
$865K 0.24%
11,724
-40
44
$835K 0.23%
15,456
45
$783K 0.22%
11,080
+20
46
$779K 0.22%
2,962
+123
47
$732K 0.21%
7,780
+494
48
$720K 0.2%
30,328
-7,052
49
$718K 0.2%
13,770
50
$710K 0.2%
55,936
1
2
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