WA

Wealth Architects Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.5%
This Quarter Est. Return
1 Year Est. Return
+16.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$906M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$1.74M
3
+$1.72M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.33M

Top Sells

1
+$2.8M
2
+$1.59M
3
+$1.05M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$815K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$598K

Sector Composition

1 Technology 10.76%
2 Financials 3.27%
3 Healthcare 1.87%
4 Communication Services 1.84%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.53M 0.94%
222,167
+1,908
27
$8.07M 0.89%
21,486
+4,626
28
$6.82M 0.75%
344,805
+11,437
29
$5.67M 0.63%
46,469
+475
30
$5.3M 0.59%
201,915
+12,624
31
$5.15M 0.57%
18,748
-142
32
$5.06M 0.56%
141,417
+6,313
33
$4.88M 0.54%
82,878
-1,718
34
$4.44M 0.49%
134,620
+10,569
35
$4.36M 0.48%
186,091
+52,867
36
$4.07M 0.45%
120,911
+13,188
37
$4M 0.44%
23,917
+400
38
$3.98M 0.44%
50,801
+4,670
39
$3.93M 0.43%
53,570
+2,248
40
$3.8M 0.42%
19,964
+1,352
41
$3.35M 0.37%
13,675
+3,208
42
$3.35M 0.37%
30,936
+861
43
$3.28M 0.36%
94,097
+8,052
44
$3.22M 0.36%
122,817
+5,210
45
$3.2M 0.35%
60,847
-2,662
46
$3.18M 0.35%
55,104
-351
47
$3.03M 0.33%
5,782
+173
48
$3M 0.33%
28,424
+954
49
$2.68M 0.3%
8,731
+5,610
50
$2.58M 0.28%
50,929
+7,633
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