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
$588M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$3.05M
3
+$1.83M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.63M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M

Top Sells

1
+$1.56M
2
+$802K
3
+$646K
4
META icon
Meta Platforms (Facebook)
META
+$533K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$522K

Sector Composition

1 Technology 6.82%
2 Healthcare 3.03%
3 Financials 2.61%
4 Consumer Discretionary 2.05%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.02M 0.68%
58,625
+5,568
27
$3.52M 0.6%
56,188
-8,340
28
$3.51M 0.6%
148,132
-2,832
29
$3.17M 0.54%
117,126
+100
30
$3.01M 0.51%
5,911
31
$2.75M 0.47%
16,880
+2,320
32
$2.69M 0.46%
107,666
+10,985
33
$2.68M 0.46%
52,767
-2,569
34
$2.49M 0.42%
17,820
-140
35
$2.49M 0.42%
15,417
36
$1.79M 0.3%
10,111
+2,538
37
$1.72M 0.29%
30,838
+1,002
38
$1.71M 0.29%
34,411
+971
39
$1.57M 0.27%
5,998
40
$1.51M 0.26%
3,077
-6
41
$1.49M 0.25%
10,944
+5
42
$1.48M 0.25%
10,660
+480
43
$1.39M 0.24%
4,649
-138
44
$1.36M 0.23%
5,992
+508
45
$1.28M 0.22%
15,562
+1,574
46
$1.26M 0.21%
15,302
+725
47
$1.22M 0.21%
44,367
+10,213
48
$1.2M 0.2%
29,124
-305
49
$1.17M 0.2%
30,876
-197
50
$1.16M 0.2%
20,749
-52
1
2
3 4 5