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
$515M
AUM Growth
+$4.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$2.74M
3
+$2.34M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.67M
5
NUDM icon
Nuveen ESG International Developed Markets Equity ETF
NUDM
+$958K

Top Sells

1
+$3.14M
2
+$2.58M
3
+$2.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.05M
5
WDAY icon
Workday
WDAY
+$2.02M

Sector Composition

1 Technology 6.38%
2 Healthcare 3.03%
3 Communication Services 2.77%
4 Financials 2.54%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 0.73%
150,096
27
$2.74M 0.53%
+98,221
28
$2.6M 0.51%
56,741
-4,820
29
$2.54M 0.49%
15,460
-19,140
30
$2.47M 0.48%
15,417
31
$2.35M 0.46%
17,620
+540
32
$2.34M 0.45%
+90,342
33
$2.31M 0.45%
5,899
+119
34
$1.95M 0.38%
25,723
+3,250
35
$1.84M 0.36%
34,511
+2,028
36
$1.83M 0.36%
28,329
+7,346
37
$1.74M 0.34%
10,611
+397
38
$1.67M 0.32%
+5,043
39
$1.62M 0.31%
6,353
40
$1.58M 0.31%
4,820
+132
41
$1.51M 0.29%
11,320
-800
42
$1.43M 0.28%
26,320
+481
43
$1.4M 0.27%
4,817
+133
44
$1.29M 0.25%
21,268
+2,003
45
$1.29M 0.25%
31,040
-900
46
$1.27M 0.25%
30,019
+1,260
47
$1.27M 0.25%
5,725
-276
48
$1.15M 0.22%
7,097
+45
49
$1.12M 0.22%
3,009
-6
50
$1.07M 0.21%
14,304
+396
1
2
3 4 5