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
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$20.7M
3
+$17.2M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$15.5M
5
VT icon
Vanguard Total World Stock ETF
VT
+$7.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.93%
2 Financials 2.96%
3 Healthcare 2.46%
4 Industrials 2.25%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$468K 0.28%
+1,773
52
$454K 0.27%
+12,652
53
$448K 0.26%
+6,786
54
$447K 0.26%
+5,235
55
$433K 0.25%
+6,300
56
$421K 0.25%
+3,063
57
$400K 0.24%
+9,468
58
$395K 0.23%
+3,195
59
$388K 0.23%
+12,080
60
$381K 0.22%
+5,827
61
$375K 0.22%
+3,593
62
$370K 0.22%
+3,539
63
$358K 0.21%
+5,726
64
$354K 0.21%
+15,890
65
$345K 0.2%
+2,654
66
$334K 0.2%
+3,307
67
$329K 0.19%
+3,492
68
$328K 0.19%
+3,427
69
$322K 0.19%
+4,136
70
$300K 0.18%
+11,817
71
$298K 0.18%
+2,232
72
$294K 0.17%
+4,780
73
$290K 0.17%
+2,587
74
$284K 0.17%
+3,906
75
$278K 0.16%
+3,619
1 2
3
4