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
$886M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.69M
3
+$2.39M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$2.11M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.82M

Top Sells

1
+$1.7M
2
+$893K
3
+$841K
4
META icon
Meta Platforms (Facebook)
META
+$797K
5
VV icon
Vanguard Large-Cap ETF
VV
+$585K

Sector Composition

1 Technology 11.04%
2 Financials 2.5%
3 Communication Services 1.89%
4 Healthcare 1.55%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.95M 0.9%
104,463
+5,808
27
$7.11M 0.8%
16,860
+844
28
$6.17M 0.7%
333,368
-1,082
29
$5.92M 0.67%
45,994
+106
30
$5.47M 0.62%
18,890
+181
31
$5.45M 0.62%
23,517
-1,888
32
$5.12M 0.58%
135,104
+4,585
33
$4.83M 0.55%
189,291
+10,263
34
$4.44M 0.5%
84,596
-654
35
$4.29M 0.48%
124,051
+2,312
36
$4.08M 0.46%
18,612
-1,175
37
$4.04M 0.46%
30,075
-1,675
38
$3.69M 0.42%
51,322
+4,404
39
$3.57M 0.4%
107,723
+14,368
40
$3.56M 0.4%
46,131
+492
41
$3.45M 0.39%
133,224
-116
42
$3.12M 0.35%
63,509
-799
43
$3.01M 0.34%
55,455
-286
44
$2.97M 0.33%
15,572
-162
45
$2.92M 0.33%
117,607
+9,043
46
$2.9M 0.33%
27,470
+477
47
$2.84M 0.32%
5,609
-85
48
$2.83M 0.32%
86,045
+8,591
49
$2.76M 0.31%
6,835
-147
50
$2.51M 0.28%
10,467
+59
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